Creative Planning’s Athene Holding Ltd. Class A Common Shares ATH Stock Holding History

Creative Planning’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	-11,661	Closed	-$972K	–	2485
2021 Q4	$972K	Hold	11,661	–	–	﹤0.01%	975
2021 Q3	$803K	Sell	11,661 -8,947	-43%	-$595K	﹤0.01%	1052
2021 Q2	$1.39M	Buy	+20,608	New	+$1.24M	﹤0.01%	803

Other funds holding ATH

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Creative Planning's ATH Position: Q1 2022 in Review

Creative Planning sold out of Athene Holding Ltd. Class A Common Shares (ATH) in Q1 2022, closing a stake of 11,661 shares — an estimated $972K sold.

Creative Planning first reported a position in ATH in Q2 2021 and held it in 3 quarters. The position peaked at $1.39M in Q2 2021. 2 funds tracked by Wall St. Rank hold ATH as of Q1 2022.

Creative Planning reported no remaining Athene Holding Ltd. Class A Common Shares position as of Q1 2022 after selling out during the quarter.
Creative Planning sold 11,661 Athene Holding Ltd. Class A Common Shares shares in Q1 2022, an estimated $972K.
Creative Planning first reported a position in Athene Holding Ltd. Class A Common Shares in Q2 2021 and held it in 3 quarters.
Creative Planning's Athene Holding Ltd. Class A Common Shares position peaked at $1.39M in Q2 2021.
2 funds tracked by Wall St. Rank held Athene Holding Ltd. Class A Common Shares as of Q1 2022.

Based on Creative Planning's 13F filing for Q1 2022, filed 16 May 2022.