TWP
ATH

TFO Wealth Partners’s Athene Holding Ltd. Class A Common Shares ATH Stock Holding History

TFO Wealth Partners’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
2020
Q3 		– Sell
-405
Closed -$13K – 201
2020
Q2 		$13K Hold
405
– – 0.01% 79
2020
Q1 		$10K Buy
+405
New +$16.1K ﹤0.01% 93

Other funds holding ATH

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 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

TFO Wealth Partners's ATH Position: Q3 2020 in Review

TFO Wealth Partners sold out of Athene Holding Ltd. Class A Common Shares (ATH) in Q3 2020, closing a stake of 405 shares — an estimated $13K sold.

TFO Wealth Partners first reported a position in ATH in Q1 2020 and held it in 2 quarters. The position peaked at $13K in Q2 2020. 262 funds tracked by Wall St. Rank hold ATH as of Q3 2020.

  • TFO Wealth Partners reported no remaining Athene Holding Ltd. Class A Common Shares position as of Q3 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 405 Athene Holding Ltd. Class A Common Shares shares in Q3 2020, an estimated $13K.
  • TFO Wealth Partners first reported a position in Athene Holding Ltd. Class A Common Shares in Q1 2020 and held it in 2 quarters.
  • TFO Wealth Partners's Athene Holding Ltd. Class A Common Shares position peaked at $13K in Q2 2020.
  • 262 funds tracked by Wall St. Rank held Athene Holding Ltd. Class A Common Shares as of Q3 2020.

Based on TFO Wealth Partners's 13F filing for Q3 2020, filed 14 Oct 2020.