WA
ATHN

WealthTrust-Arizona’s Athenahealth, Inc. ATHN Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		– Sell
-125
Closed -$17K – 741
2018
Q3 		$17K Sell
125
-4
-3% -$599 0.01% 322
2018
Q2 		$21K Sell
129
-14
-10% -$2.08K 0.01% 257
2018
Q1 		$20K Hold
143
– – 0.01% 285
2017
Q4 		$19K Sell
143
-18
-11% -$2.3K 0.01% 304
2017
Q3 		$20K Buy
161
+1
+0.6% +$138 0.01% 286
2017
Q2 		$22K Buy
160
+10
+7% +$1.25K 0.01% 253
2017
Q1 		$17K Hold
150
– – 0.01% 296
2016
Q4 		$16K Buy
150
+9
+6% +$967 0.01% 305
2016
Q3 		$18K Sell
141
-12
-8% -$1.53K 0.01% 273
2016
Q2 		$21K Hold
153
– – 0.01% 233
2016
Q1 		$21K Hold
153
– – 0.01% 235
2015
Q4 		$25K Sell
153
-16
-9% -$2.47K 0.02% 221
2015
Q3 		$23K Buy
169
+4
+2% +$522 0.01% 237
2015
Q2 		$19K Buy
165
+50
+43% +$5.98K 0.01% 301
2015
Q1 		$14K Hold
115
– – 0.01% 361
2014
Q4 		$17K Hold
115
– – 0.01% 322
2014
Q3 		$15K Buy
115
+9
+8% +$1.19K 0.02% 352
2014
Q2 		$13K Sell
106
-8
-7% -$1.03K 0.01% 376
2014
Q1 		$18K Sell
114
-65
-36% -$10.7K 0.02% 321
2013
Q4 		$24K Sell
179
-8
-4% -$1.03K 0.03% 244
2013
Q3 		$20K Hold
187
– – 0.03% 245
2013
Q2 		$16K Buy
+187
New +$16.7K 0.02% 263

Other funds holding ATHN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

WealthTrust-Arizona's ATHN Position: Q4 2018 in Review

WealthTrust-Arizona sold out of Athenahealth, Inc. (ATHN) in Q4 2018, closing a stake of 125 shares — an estimated $17K sold.

WealthTrust-Arizona first reported a position in ATHN in Q2 2013 and held it in 22 quarters. The position peaked at $25K in Q4 2015. 263 funds tracked by Wall St. Rank hold ATHN as of Q4 2018.

  • WealthTrust-Arizona reported no remaining Athenahealth, Inc. position as of Q4 2018 after selling out during the quarter.
  • WealthTrust-Arizona sold 125 Athenahealth, Inc. shares in Q4 2018, an estimated $17K.
  • WealthTrust-Arizona first reported a position in Athenahealth, Inc. in Q2 2013 and held it in 22 quarters.
  • WealthTrust-Arizona's Athenahealth, Inc. position peaked at $25K in Q4 2015.
  • 263 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.