Pinnacle Wealth Planning Services’s Athene Holding Ltd. Class A Common Shares ATH Stock Holding History

Pinnacle Wealth Planning Services’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	-2,859	Closed	-$238K	–	495
2021 Q4	$238K	Sell	2,859 -1,014	-26%	-$83.2K	0.05%	318
2021 Q3	$267K	Sell	3,873 -15	-0.4%	-$998	0.06%	263
2021 Q2	$263K	Sell	3,888 -647	-14%	-$38.9K	0.06%	262
2021 Q1	$229K	Buy	4,535 +2,704	+148%	+$126K	0.06%	269
2020 Q4	$79K	Buy	+1,831	New	+$72.5K	0.02%	576

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

Pinnacle Wealth Planning Services's ATH Position: Q1 2022 in Review

Pinnacle Wealth Planning Services sold out of Athene Holding Ltd. Class A Common Shares (ATH) in Q1 2022, closing a stake of 2,859 shares — an estimated $238K sold.

Pinnacle Wealth Planning Services first reported a position in ATH in Q4 2020 and held it in 5 quarters. The position peaked at $267K in Q3 2021. 2 funds tracked by Wall St. Rank hold ATH as of Q1 2022.

Pinnacle Wealth Planning Services reported no remaining Athene Holding Ltd. Class A Common Shares position as of Q1 2022 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 2,859 Athene Holding Ltd. Class A Common Shares shares in Q1 2022, an estimated $238K.
Pinnacle Wealth Planning Services first reported a position in Athene Holding Ltd. Class A Common Shares in Q4 2020 and held it in 5 quarters.
Pinnacle Wealth Planning Services's Athene Holding Ltd. Class A Common Shares position peaked at $267K in Q3 2021.
2 funds tracked by Wall St. Rank held Athene Holding Ltd. Class A Common Shares as of Q1 2022.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2022, filed 20 Apr 2022.