SWIG
ATHX

Strategic Wealth Investment Group’s Athersys, Inc. Common Stock ATHX Stock Holding History

Strategic Wealth Investment Group’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
2023
Q4 		$5.5K Buy
274,738
+239,765
+686% +$58.1K ﹤0.01% 130
2023
Q3 		$15.1K Buy
34,973
+17,622
+102% +$9.63K ﹤0.01% 102
2023
Q2 		$15.1K Buy
17,351
+3,338
+24% +$3.01K ﹤0.01% 125
2023
Q1 		$17.2K Buy
14,013
+111
+0.8% +$158 ﹤0.01% 131
2022
Q4 		$17.5K Buy
+13,902
New +$17.3K ﹤0.01% 120
2022
Q3 		– Sell
-3,822
Closed -$25K – 135
2022
Q2 		$25K Buy
3,822
+545
+17% +$6.03K 0.01% 133
2022
Q1 		$50K Buy
3,277
+370
+13% +$7.74K 0.01% 102
2021
Q4 		$66K Buy
2,907
+288
+11% +$8.26K 0.02% 89
2021
Q3 		$86K Buy
2,619
+1,014
+63% +$38.5K 0.03% 86
2021
Q2 		$58K Buy
1,605
+272
+20% +$11.2K 0.02% 88
2021
Q1 		$60K Buy
1,333
+183
+16% +$9.5K 0.03% 76
2020
Q4 		$50K Buy
1,150
+146
+15% +$6.64K 0.03% 81
2020
Q3 		$49K Buy
1,004
+161
+19% +$9.73K 0.04% 84
2020
Q2 		$58K Buy
+843
New +$58.6K 0.06% 77

Other funds holding ATHX

AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
GPFA
Game Plan Financial Advisors Westlake, Ohio $269M AUM 28.74% 1-Year Est. Return

Strategic Wealth Investment Group's ATHX Position: Q4 2023 in Review

Strategic Wealth Investment Group increased its Athersys, Inc. Common Stock (ATHX) stake by 686% in Q4 2023, buying an estimated $58.1K and bringing the position to 274,738 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #130.

Strategic Wealth Investment Group first reported a position in ATHX in Q2 2020 and has held it in 14 quarters since. The position peaked at $86K in Q3 2021. 7 funds tracked by Wall St. Rank hold ATHX as of Q4 2023.

  • Strategic Wealth Investment Group held 274,738 shares of Athersys, Inc. Common Stock worth $5.5K as of Q4 2023.
  • Strategic Wealth Investment Group bought 239,765 Athersys, Inc. Common Stock shares in Q4 2023, an estimated $58.1K.
  • Athersys, Inc. Common Stock made up ﹤0.01% of Strategic Wealth Investment Group's portfolio in Q4 2023, its #130 holding.
  • Strategic Wealth Investment Group first reported a position in Athersys, Inc. Common Stock in Q2 2020 and has held it in 14 quarters since.
  • Strategic Wealth Investment Group's Athersys, Inc. Common Stock position peaked at $86K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Athersys, Inc. Common Stock as of Q4 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2023, filed 16 Jan 2024.