UMB Bank’s Athersys, Inc. Common Stock ATHX Stock Holding History

UMB Bank’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	–	Sell	-400	Closed	-$173	–	1779
2023 Q3	$173	Hold	400	–	–	﹤0.01%	1669
2023 Q2	$348	Hold	400	–	–	﹤0.01%	1641
2023 Q1	$492	Hold	400	–	–	﹤0.01%	1648
2022 Q4	$0	Buy	+400	New	+$498	﹤0.01%	1888
2022 Q3	–	Sell	-400	Closed	-$3K	–	2031
2022 Q2	$3K	Hold	400	–	–	﹤0.01%	1705
2022 Q1	$6K	Hold	400	–	–	﹤0.01%	1641
2021 Q4	$9K	Hold	400	–	–	﹤0.01%	1491
2021 Q3	$13K	Hold	400	–	–	﹤0.01%	371
2021 Q2	$14K	Hold	400	–	–	﹤0.01%	370
2021 Q1	$18K	Hold	400	–	–	﹤0.01%	354
2020 Q4	$18K	Hold	400	–	–	﹤0.01%	353
2020 Q3	$28K	Hold	400	–	–	﹤0.01%	329
2020 Q2	$28K	Hold	400	–	–	﹤0.01%	329
2020 Q1	$30K	Hold	400	–	–	﹤0.01%	326
2019 Q4	$12K	Hold	400	–	–	﹤0.01%	363
2019 Q3	$13	Hold	400	–	–	﹤0.01%	374
2019 Q2	$17	Hold	400	–	–	﹤0.01%	358
2019 Q1	$15K	Hold	400	–	–	﹤0.01%	348
2018 Q4	$14	Hold	400	–	–	﹤0.01%	323
2018 Q3	$21K	Hold	400	–	–	﹤0.01%	351
2018 Q2	$20K	Hold	400	–	–	﹤0.01%	330
2018 Q1	$18K	Hold	400	–	–	﹤0.01%	327
2017 Q4	$18K	Hold	400	–	–	﹤0.01%	329
2017 Q3	$21K	Hold	400	–	–	﹤0.01%	312
2017 Q2	$15K	Hold	400	–	–	﹤0.01%	316
2017 Q1	$17K	Hold	400	–	–	﹤0.01%	334
2016 Q4	$15K	Hold	400	–	–	﹤0.01%	330
2016 Q3	$21K	Hold	400	–	–	﹤0.01%	347
2016 Q2	$22K	Hold	400	–	–	﹤0.01%	348
2016 Q1	$22K	Hold	400	–	–	﹤0.01%	346
2015 Q4	$10K	Hold	400	–	–	﹤0.01%	344
2015 Q3	$11K	Hold	400	–	–	﹤0.01%	299
2015 Q2	$12	Hold	400	–	–	﹤0.01%	311
2015 Q1	$29	Hold	400	–	–	﹤0.01%	300
2014 Q4	$16K	Hold	400	–	–	﹤0.01%	299
2014 Q3	$14	Hold	400	–	–	﹤0.01%	299
2014 Q2	$18K	Hold	400	–	–	﹤0.01%	310
2014 Q1	$32K	Hold	400	–	–	﹤0.01%	300
2013 Q4	$25	Hold	400	–	–	﹤0.01%	296
2013 Q3	$16	Hold	400	–	–	﹤0.01%	287
2013 Q2	$17	Buy	+400	New	+$18.5K	﹤0.01%	277

Other funds holding ATHX

SWIG

Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

GPFA

Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return

UMB Bank's ATHX Position: Q4 2023 in Review

UMB Bank sold out of Athersys, Inc. Common Stock (ATHX) in Q4 2023, closing a stake of 400 shares — an estimated $173 sold.

UMB Bank first reported a position in ATHX in Q2 2013 and held it in 41 quarters. The position peaked at $32K in Q1 2014. 7 funds tracked by Wall St. Rank hold ATHX as of Q4 2023.

UMB Bank reported no remaining Athersys, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
UMB Bank sold 400 Athersys, Inc. Common Stock shares in Q4 2023, an estimated $173.
UMB Bank first reported a position in Athersys, Inc. Common Stock in Q2 2013 and held it in 41 quarters.
UMB Bank's Athersys, Inc. Common Stock position peaked at $32K in Q1 2014.
7 funds tracked by Wall St. Rank held Athersys, Inc. Common Stock as of Q4 2023.

Based on UMB Bank's 13F filing for Q4 2023, filed 23 Jan 2024.