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Baldwin Wealth Partners’s American Financial Group AFG Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-149
Closed -$20.1K – 249
2024
Q3 		$20.1K Buy
+149
New +$19.3K ﹤0.01% 694

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baldwin Wealth Partners's AFG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of American Financial Group (AFG) in Q4 2024, closing a stake of 149 shares — an estimated $20.1K sold.

Baldwin Wealth Partners first reported a position in AFG in Q3 2024 and held it in 1 quarter. The position peaked at $20.1K in Q3 2024. 452 funds tracked by Wall St. Rank hold AFG as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining American Financial Group position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 149 American Financial Group shares in Q4 2024, an estimated $20.1K.
  • Baldwin Wealth Partners first reported a position in American Financial Group in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's American Financial Group position peaked at $20.1K in Q3 2024.
  • 452 funds tracked by Wall St. Rank held American Financial Group as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.