OWA
ATHX

Octavia Wealth Advisors’s Athersys, Inc. Common Stock ATHX Stock Holding History

Octavia Wealth Advisors’s Portfolio ATHX Stock Details ATHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-420
Closed -$6K – 197
2022
Q1 		$6K Hold
420
– – ﹤0.01% 192
2021
Q4 		$9K Buy
+420
New +$12K ﹤0.01% 191

Other funds holding ATHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VAFP
Vahanian & Associates Financial Planning Saratoga Springs, New York $25.3M AUM 39.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

Octavia Wealth Advisors's ATHX Position: Q2 2022 in Review

Octavia Wealth Advisors sold out of Athersys, Inc. Common Stock (ATHX) in Q2 2022, closing a stake of 420 shares — an estimated $6K sold.

Octavia Wealth Advisors first reported a position in ATHX in Q4 2021 and held it in 2 quarters. The position peaked at $9K in Q4 2021. 115 funds tracked by Wall St. Rank hold ATHX as of Q2 2022.

  • Octavia Wealth Advisors reported no remaining Athersys, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Octavia Wealth Advisors sold 420 Athersys, Inc. Common Stock shares in Q2 2022, an estimated $6K.
  • Octavia Wealth Advisors first reported a position in Athersys, Inc. Common Stock in Q4 2021 and held it in 2 quarters.
  • Octavia Wealth Advisors's Athersys, Inc. Common Stock position peaked at $9K in Q4 2021.
  • 115 funds tracked by Wall St. Rank held Athersys, Inc. Common Stock as of Q2 2022.

Based on Octavia Wealth Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.