Sterling Financial Planning’s Athersys, Inc. Common Stock ATHX Stock Holding History

Sterling Financial Planning’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	-680	Closed	-$10K	–	99
2022 Q1	$10K	Buy	+680	New	+$14.2K	0.01%	95
2021 Q4	–	Sell	-280	Closed	-$9K	–	424
2021 Q3	$9K	Hold	280	–	–	0.01%	332
2021 Q2	$10K	Hold	280	–	–	0.01%	301
2021 Q1	$13K	Hold	280	–	–	0.01%	261
2020 Q4	$12K	Buy	+280	New	+$12.7K	0.01%	250

Other funds holding ATHX

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 New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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 Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

Sterling Financial Planning's ATHX Position: Q2 2022 in Review

Sterling Financial Planning sold out of Athersys, Inc. Common Stock (ATHX) in Q2 2022, closing a stake of 680 shares — an estimated $10K sold.

Sterling Financial Planning first reported a position in ATHX in Q4 2020 and held it in 5 quarters. The position peaked at $13K in Q1 2021. 115 funds tracked by Wall St. Rank hold ATHX as of Q2 2022.

Sterling Financial Planning reported no remaining Athersys, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
Sterling Financial Planning sold 680 Athersys, Inc. Common Stock shares in Q2 2022, an estimated $10K.
Sterling Financial Planning first reported a position in Athersys, Inc. Common Stock in Q4 2020 and held it in 5 quarters.
Sterling Financial Planning's Athersys, Inc. Common Stock position peaked at $13K in Q1 2021.
115 funds tracked by Wall St. Rank held Athersys, Inc. Common Stock as of Q2 2022.

Based on Sterling Financial Planning's 13F filing for Q2 2022, filed 27 Jul 2022.