WAM
ATHN

Wealthspire Advisors (Maryland)’s Athenahealth, Inc. ATHN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ATHN Stock Details ATHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-49
Closed -$6K – 2673
2018
Q4 		$6K Buy
49
+19
+63% +$2.43K ﹤0.01% 1704
2018
Q3 		$4K Buy
30
+12
+67% +$1.8K ﹤0.01% 1980
2018
Q2 		$3K Buy
18
+2
+13% +$297 ﹤0.01% 2093
2018
Q1 		$2K Buy
16
+6
+60% +$820 ﹤0.01% 2268
2017
Q4 		$1K Sell
10
-2
-17% -$256 ﹤0.01% 2402
2017
Q3 		$1K Buy
12
+5
+71% +$689 ﹤0.01% 2198
2017
Q2 		$1K Sell
7
-68
-91% -$8.49K ﹤0.01% 2159
2017
Q1 		$8K Buy
75
+24
+47% +$2.8K ﹤0.01% 1427
2016
Q4 		$5K Buy
+51
New +$5.48K ﹤0.01% 1403
2016
Q3 		– Sell
-18
Closed -$2K – 1845
2016
Q2 		$2K Hold
18
– – ﹤0.01% 1560
2016
Q1 		$2K Hold
18
– – ﹤0.01% 1586
2015
Q4 		$3K Buy
+18
New +$2.78K ﹤0.01% 1493

Wealthspire Advisors (Maryland)'s ATHN Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Athenahealth, Inc. (ATHN) in Q1 2019, closing a stake of 49 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in ATHN in Q4 2015 and held it in 12 quarters. The position peaked at $8K in Q1 2017. 0 funds tracked by Wall St. Rank hold ATHN as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Athenahealth, Inc. position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 49 Athenahealth, Inc. shares in Q1 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Athenahealth, Inc. in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Athenahealth, Inc. position peaked at $8K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.