VFA
ATHX

Values First Advisors’s Athersys, Inc. Common Stock ATHX Stock Holding History

Values First Advisors’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
-118,363
Closed -$51.1K – 183
2023
Q3 		$51.1K Buy
118,363
+5,223
+5% +$2.85K 0.03% 155
2023
Q2 		$98.4K Buy
113,140
+96,967
+600% +$87.4K 0.06% 156
2023
Q1 		$19.9K Buy
16,173
+1,353
+9% +$1.93K 0.01% 215
2022
Q4 		$12.4K Sell
14,820
-1,013
-6% -$1.26K 0.01% 152
2022
Q3 		$29K Buy
15,833
+521
+3% +$2.27K 0.02% 151
2022
Q2 		$100K Buy
15,312
+1,397
+10% +$15.5K 0.07% 143
2022
Q1 		$211K Buy
13,915
+3,379
+32% +$70.7K 0.13% 147
2021
Q4 		$238K Buy
10,536
+415
+4% +$11.9K 0.14% 145
2021
Q3 		$337K Buy
10,121
+616
+6% +$23.4K 0.22% 120
2021
Q2 		$342K Sell
9,505
-188
-2% -$7.73K 0.23% 123
2021
Q1 		$436K Buy
9,693
+280
+3% +$14.5K 0.32% 99
2020
Q4 		$412K Sell
9,413
-286
-3% -$13K 0.33% 101
2020
Q3 		$473K Buy
9,699
+964
+11% +$58.3K 0.43% 78
2020
Q2 		$603K Sell
8,735
-166
-2% -$11.5K 0.6% 56
2020
Q1 		$668K Buy
8,901
+2,109
+31% +$74.1K 0.8% 47
2019
Q4 		$209K Buy
+6,792
New +$223K 0.2% 119

Other funds holding ATHX

SWIG
Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 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 $222M AUM 22.82% 1-Year Est. Return

Values First Advisors's ATHX Position: Q4 2023 in Review

Values First Advisors sold out of Athersys, Inc. Common Stock (ATHX) in Q4 2023, closing a stake of 118,363 shares — an estimated $51.1K sold.

Values First Advisors first reported a position in ATHX in Q4 2019 and held it in 16 quarters. The position peaked at $668K in Q1 2020. 7 funds tracked by Wall St. Rank hold ATHX as of Q4 2023.

  • Values First Advisors reported no remaining Athersys, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Values First Advisors sold 118,363 Athersys, Inc. Common Stock shares in Q4 2023, an estimated $51.1K.
  • Values First Advisors first reported a position in Athersys, Inc. Common Stock in Q4 2019 and held it in 16 quarters.
  • Values First Advisors's Athersys, Inc. Common Stock position peaked at $668K in Q1 2020.
  • 7 funds tracked by Wall St. Rank held Athersys, Inc. Common Stock as of Q4 2023.

Based on Values First Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.