SFS
ATH

Sowell Financial Services’s Athene Holding Ltd. Class A Common Shares ATH Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-1,265
Closed -$78K – 3124
2021
Q1 		$78K Sell
1,265
-374
-23% -$17.4K ﹤0.01% 1483
2020
Q4 		$71K Hold
1,639
– – ﹤0.01% 1279
2020
Q3 		$56K Buy
1,639
+1,539
+1,539% +$53K ﹤0.01% 1172
2020
Q2 		$3K Sell
100
-9
-8% -$251 ﹤0.01% 2094
2020
Q1 		$3K Buy
+109
New +$4.34K ﹤0.01% 2031

Other funds holding ATH

AMH
Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.37B AUM 63.08% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return