FFM
ATH

Forum Financial Management’s Athene Holding Ltd. Class A Common Shares ATH Stock Holding History

Forum Financial Management’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
-4,347
Closed -$362K – 696
2021
Q4 		$362K Buy
+4,347
New +$357K 0.02% 333

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

Forum Financial Management's ATH Position: Q1 2022 in Review

Forum Financial Management sold out of Athene Holding Ltd. Class A Common Shares (ATH) in Q1 2022, closing a stake of 4,347 shares — an estimated $362K sold.

Forum Financial Management first reported a position in ATH in Q4 2021 and held it in 1 quarter. The position peaked at $362K in Q4 2021. 2 funds tracked by Wall St. Rank hold ATH as of Q1 2022.

  • Forum Financial Management reported no remaining Athene Holding Ltd. Class A Common Shares position as of Q1 2022 after selling out during the quarter.
  • Forum Financial Management sold 4,347 Athene Holding Ltd. Class A Common Shares shares in Q1 2022, an estimated $362K.
  • Forum Financial Management first reported a position in Athene Holding Ltd. Class A Common Shares in Q4 2021 and held it in 1 quarter.
  • Forum Financial Management's Athene Holding Ltd. Class A Common Shares position peaked at $362K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Athene Holding Ltd. Class A Common Shares as of Q1 2022.

Based on Forum Financial Management's 13F filing for Q1 2022, filed 16 May 2022.