JIC
ATH

Joel Isaacson & Co’s Athene Holding Ltd. Class A Common Shares ATH Stock Holding History

Joel Isaacson & Co’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
-4,807
Closed -$401K – 326
2021
Q4 		$401K Hold
4,807
– – 0.03% 217
2021
Q3 		$331K Hold
4,807
– – 0.03% 239
2021
Q2 		$324K Buy
+4,807
New +$289K 0.03% 224

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

Joel Isaacson & Co's ATH Position: Q1 2022 in Review

Joel Isaacson & Co sold out of Athene Holding Ltd. Class A Common Shares (ATH) in Q1 2022, closing a stake of 4,807 shares — an estimated $401K sold.

Joel Isaacson & Co first reported a position in ATH in Q2 2021 and held it in 3 quarters. The position peaked at $401K in Q4 2021. 2 funds tracked by Wall St. Rank hold ATH as of Q1 2022.

  • Joel Isaacson & Co reported no remaining Athene Holding Ltd. Class A Common Shares position as of Q1 2022 after selling out during the quarter.
  • Joel Isaacson & Co sold 4,807 Athene Holding Ltd. Class A Common Shares shares in Q1 2022, an estimated $401K.
  • Joel Isaacson & Co first reported a position in Athene Holding Ltd. Class A Common Shares in Q2 2021 and held it in 3 quarters.
  • Joel Isaacson & Co's Athene Holding Ltd. Class A Common Shares position peaked at $401K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Athene Holding Ltd. Class A Common Shares as of Q1 2022.

Based on Joel Isaacson & Co's 13F filing for Q1 2022, filed 21 Apr 2022.