Sugarloaf Wealth Management’s Alterity Therapeutics ATHE Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$109	Hold	33	–	–	﹤0.01%	677
2024 Q3	$43	Hold	33	–	–	﹤0.01%	671
2024 Q2	$60	Hold	33	–	–	﹤0.01%	659
2024 Q1	$68	Hold	33	–	–	﹤0.01%	670
2023 Q4	$82	Hold	33	–	–	﹤0.01%	676
2023 Q3	$82	Hold	33	–	–	﹤0.01%	672
2023 Q2	$92	Hold	33	–	–	﹤0.01%	681
2023 Q1	$92	Hold	33	–	–	﹤0.01%	688
2022 Q4	$116	Hold	33	–	–	﹤0.01%	765
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	738
2022 Q2	$0	Hold	33	–	–	﹤0.01%	777
2022 Q1	$0	Hold	33	–	–	﹤0.01%	712
2021 Q4	$0	Hold	33	–	–	﹤0.01%	744
2021 Q3	$0	Hold	33	–	–	﹤0.01%	762
2021 Q2	$0	Hold	33	–	–	﹤0.01%	753
2021 Q1	$0	Hold	33	–	–	﹤0.01%	745
2020 Q4	$0	Hold	33	–	–	﹤0.01%	717
2020 Q3	$1K	Hold	33	–	–	﹤0.01%	631
2020 Q2	$0	Hold	33	–	–	﹤0.01%	675
2020 Q1	$0	Hold	33	–	–	﹤0.01%	684
2019 Q4	$0	Buy	+33	New	+$332	﹤0.01%	693

Other funds holding ATHE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

TLCM

Twin Lakes Capital Management Redwood Shores, California $220M AUM 31.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Sugarloaf Wealth Management's ATHE Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Alterity Therapeutics (ATHE) position steady in Q4 2024 at 33 shares worth $109. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Sugarloaf Wealth Management first reported a position in ATHE in Q4 2019 and has held it in 21 quarters since. The position peaked at $1K in Q3 2022. 13 funds tracked by Wall St. Rank hold ATHE as of Q4 2024.

Sugarloaf Wealth Management held 33 shares of Alterity Therapeutics worth $109 as of Q4 2024.
Sugarloaf Wealth Management left its Alterity Therapeutics share count unchanged in Q4 2024.
Alterity Therapeutics made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #677 holding.
Sugarloaf Wealth Management first reported a position in Alterity Therapeutics in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Alterity Therapeutics position peaked at $1K in Q3 2022.
13 funds tracked by Wall St. Rank held Alterity Therapeutics as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.