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Advisor Group’s American Financial Group AFG Stock Holding History

Advisor Group’s Portfolio AFG Stock Details AFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$70K Sell
641
-37
-5% -$3.96K ﹤0.01% 3191
2019
Q3 		$73K Sell
678
-204
-23% -$21.1K ﹤0.01% 3117
2019
Q2 		$90K Sell
882
-93
-10% -$9.35K ﹤0.01% 2939
2019
Q1 		$94K Sell
975
-71
-7% -$6.8K ﹤0.01% 2914
2018
Q4 		$94K Buy
1,046
+163
+18% +$16.4K ﹤0.01% 2697
2018
Q3 		$98K Buy
883
+4
+0.5% +$445 ﹤0.01% 2766
2018
Q2 		$94K Buy
879
+8
+0.9% +$886 ﹤0.01% 2569
2018
Q1 		$98K Buy
871
+52
+6% +$5.82K ﹤0.01% 2566
2017
Q4 		$89K Buy
819
+227
+38% +$23.8K ﹤0.01% 2657
2017
Q3 		$62K Sell
592
-5,166
-90% -$525K ﹤0.01% 2773
2017
Q2 		$572K Buy
5,758
+4,756
+475% +$466K 0.01% 1065
2017
Q1 		$96K Buy
1,002
+88
+10% +$8.07K ﹤0.01% 2177
2016
Q4 		$80K Sell
914
-617
-40% -$49.5K ﹤0.01% 2226
2016
Q3 		$115K Buy
1,531
+53
+4% +$3.91K ﹤0.01% 1904
2016
Q2 		$108K Buy
+1,478
New +$105K ﹤0.01% 1878

Other funds holding AFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's AFG Position: Q4 2019 in Review

Advisor Group reduced its American Financial Group (AFG) stake by 5.5% in Q4 2019, selling an estimated $3.96K and leaving 641 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #3191.

Advisor Group first reported a position in AFG in Q2 2016 and has held it in 15 quarters since. The position peaked at $572K in Q2 2017. 405 funds tracked by Wall St. Rank hold AFG as of Q4 2019.

  • Advisor Group held 641 shares of American Financial Group worth $70K as of Q4 2019.
  • Advisor Group sold 37 American Financial Group shares in Q4 2019, an estimated $3.96K.
  • American Financial Group made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3191 holding.
  • Advisor Group first reported a position in American Financial Group in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's American Financial Group position peaked at $572K in Q2 2017.
  • 405 funds tracked by Wall St. Rank held American Financial Group as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.