VAFP
ATHX

Vahanian & Associates Financial Planning’s Athersys, Inc. Common Stock ATHX Stock Holding History

Vahanian & Associates 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
2023
Q4 		– Sell
-939,530
Closed -$406K – 65
2023
Q3 		$406K Buy
939,530
+98,100
+12% +$53.6K 1.3% 28
2023
Q2 		$732K Buy
841,430
+23,080
+3% +$20.8K 2.31% 14
2023
Q1 		$1.01M Buy
818,350
+316,660
+63% +$451K 2.79% 7
2022
Q4 		$421K Buy
501,690
+279,586
+126% +$348K 1.38% 25
2022
Q3 		$411K Buy
222,104
+6,734
+3% +$29.4K 1.42% 26
2022
Q2 		$1.4M Buy
215,370
+60,506
+39% +$669K 6.02% 5
2022
Q1 		$2.34M Sell
154,864
-50,043
-24% -$1.05M 5.42% 4
2021
Q4 		$4.62M Buy
+204,907
New +$5.88M 3.73% 3

Other funds holding ATHX

SWIG
Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 1-Year Est. Return
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

Vahanian & Associates Financial Planning's ATHX Position: Q4 2023 in Review

Vahanian & Associates Financial Planning sold out of Athersys, Inc. Common Stock (ATHX) in Q4 2023, closing a stake of 939,530 shares — an estimated $406K sold.

Vahanian & Associates Financial Planning first reported a position in ATHX in Q4 2021 and held it in 8 quarters. The position peaked at $4.62M in Q4 2021. 7 funds tracked by Wall St. Rank hold ATHX as of Q4 2023.

  • Vahanian & Associates Financial Planning reported no remaining Athersys, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 939,530 Athersys, Inc. Common Stock shares in Q4 2023, an estimated $406K.
  • Vahanian & Associates Financial Planning first reported a position in Athersys, Inc. Common Stock in Q4 2021 and held it in 8 quarters.
  • Vahanian & Associates Financial Planning's Athersys, Inc. Common Stock position peaked at $4.62M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Athersys, Inc. Common Stock as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.