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Advocacy Wealth Management Services’s American Financial Group AFG Stock Holding History

Advocacy Wealth Management Services’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
2022
Q2 		– Sell
-9
Closed -$1K – 136
2022
Q1 		$1K Hold
9
– – ﹤0.01% 160
2021
Q4 		$1K Hold
9
– – ﹤0.01% 157
2021
Q3 		$1K Hold
9
– – ﹤0.01% 152
2021
Q2 		$1K Buy
+9
New +$1.13K ﹤0.01% 168

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advocacy Wealth Management Services's AFG Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of American Financial Group (AFG) in Q2 2022, closing a stake of 9 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in AFG in Q2 2021 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 439 funds tracked by Wall St. Rank hold AFG as of Q2 2022.

  • Advocacy Wealth Management Services reported no remaining American Financial Group position as of Q2 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 9 American Financial Group shares in Q2 2022, an estimated $1K.
  • Advocacy Wealth Management Services first reported a position in American Financial Group in Q2 2021 and held it in 4 quarters.
  • Advocacy Wealth Management Services's American Financial Group position peaked at $1K in Q1 2022.
  • 439 funds tracked by Wall St. Rank held American Financial Group as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.