OIA
ATHE

Optimum Investment Advisors’s Alterity Therapeutics ATHE Stock Holding History

Optimum Investment Advisors’s Portfolio ATHE Stock Details ATHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-93
Closed -$1K – 826
2021
Q3 		$1K Buy
+93
New +$1.29K ﹤0.01% 807
2020
Q3 		– Sell
-100
Closed -$1K – 871
2020
Q2 		$1K Buy
+100
New +$636 ﹤0.01% 835
2018
Q4 		– Sell
-150
Closed -$3K – 958
2018
Q3 		$3K Hold
150
– – ﹤0.01% 956
2018
Q2 		$3K Hold
150
– – ﹤0.01% 967
2018
Q1 		$3K Buy
+150
New +$4.01K ﹤0.01% 934

Other funds holding ATHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PCA
Providence Capital Advisors Charlotte, North Carolina $613M AUM 17.83% 1-Year Est. Return

Optimum Investment Advisors's ATHE Position: Q4 2021 in Review

Optimum Investment Advisors sold out of Alterity Therapeutics (ATHE) in Q4 2021, closing a stake of 93 shares — an estimated $1K sold.

Optimum Investment Advisors first reported a position in ATHE in Q1 2018 and held it in 5 quarters. The position peaked at $3K in Q3 2018. 11 funds tracked by Wall St. Rank hold ATHE as of Q4 2021.

  • Optimum Investment Advisors reported no remaining Alterity Therapeutics position as of Q4 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 93 Alterity Therapeutics shares in Q4 2021, an estimated $1K.
  • Optimum Investment Advisors first reported a position in Alterity Therapeutics in Q1 2018 and held it in 5 quarters.
  • Optimum Investment Advisors's Alterity Therapeutics position peaked at $3K in Q3 2018.
  • 11 funds tracked by Wall St. Rank held Alterity Therapeutics as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.