Carson Wealth (CWM LLC)
ATH

Carson Wealth (CWM LLC)’s Athene Holding Ltd. Class A Common Shares ATH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ATH Stock Details ATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-53
Closed -$4K – 4044
2021
Q4 		$4K Buy
+53
New +$4.35K ﹤0.01% 2925
2021
Q2 		$2K Hold
32
– – ﹤0.01% 2737
2021
Q1 		$2K Hold
32
– – ﹤0.01% 2737
2020
Q4 		$2K Hold
32
– – ﹤0.01% 2736
2020
Q3 		$2K Hold
32
– – ﹤0.01% 2735
2020
Q2 		$2K Hold
32
– – ﹤0.01% 2733
2020
Q1 		$2K Hold
32
– – ﹤0.01% 2733
2019
Q4 		$2K Hold
32
– – ﹤0.01% 2731
2019
Q3 		$2K Hold
32
– – ﹤0.01% 2731
2019
Q2 		$2K Hold
32
– – ﹤0.01% 2730
2019
Q1 		$2K Sell
32
-194
-86% -$8.3K ﹤0.01% 2726
2018
Q4 		$9K Buy
+226
New +$10.2K ﹤0.01% 1390
2018
Q3 		– Sell
-28
Closed -$1K – 2046
2018
Q2 		$1K Hold
28
– – ﹤0.01% 1643
2018
Q1 		$1K Buy
+28
New +$1.39K ﹤0.01% 1359

Other funds holding ATH

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ATH Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Athene Holding Ltd. Class A Common Shares (ATH) in Q1 2022, closing a stake of 53 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in ATH in Q1 2018 and held it in 14 quarters. The position peaked at $9K in Q4 2018. 2 funds tracked by Wall St. Rank hold ATH as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining Athene Holding Ltd. Class A Common Shares position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 53 Athene Holding Ltd. Class A Common Shares shares in Q1 2022, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Athene Holding Ltd. Class A Common Shares in Q1 2018 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Athene Holding Ltd. Class A Common Shares position peaked at $9K in Q4 2018.
  • 2 funds tracked by Wall St. Rank held Athene Holding Ltd. Class A Common Shares as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.