AWA
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Arkadios Wealth Advisors’s American Financial Group AFG Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-478
Closed -$60K – 600
2021
Q3 		$60K Buy
478
+5
+1% +$653 0.01% 820
2021
Q2 		$59K Buy
473
+264
+126% +$33K 0.01% 866
2021
Q1 		$23K Buy
+209
New +$21.6K ﹤0.01% 929

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
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Arkadios Wealth Advisors's AFG Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of American Financial Group (AFG) in Q4 2021, closing a stake of 478 shares — an estimated $60K sold.

Arkadios Wealth Advisors first reported a position in AFG in Q1 2021 and held it in 3 quarters. The position peaked at $60K in Q3 2021. 425 funds tracked by Wall St. Rank hold AFG as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining American Financial Group position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 478 American Financial Group shares in Q4 2021, an estimated $60K.
  • Arkadios Wealth Advisors first reported a position in American Financial Group in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's American Financial Group position peaked at $60K in Q3 2021.
  • 425 funds tracked by Wall St. Rank held American Financial Group as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.