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Banque Pictet & Cie’s American Financial Group AFG Stock Holding History

Banque Pictet & Cie’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
2023
Q4 		– Sell
-8,212
Closed -$917K – 352
2023
Q3 		$917K Sell
8,212
-923
-10% -$107K 0.01% 285
2023
Q2 		$1.08M Buy
+9,135
New +$1.08M 0.01% 323
2023
Q1 		– Sell
-1,542
Closed -$212K – 567
2022
Q4 		$212K Buy
+1,542
New +$211K ﹤0.01% 589
2022
Q3 		– Sell
-2,146
Closed -$298 – 607
2022
Q2 		$298 Sell
2,146
-691
-24% -$97.2K ﹤0.01% 578
2022
Q1 		$413K Buy
+2,837
New +$387K ﹤0.01% 542

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Banque Pictet & Cie's AFG Position: Q4 2023 in Review

Banque Pictet & Cie sold out of American Financial Group (AFG) in Q4 2023, closing a stake of 8,212 shares — an estimated $917K sold.

Banque Pictet & Cie first reported a position in AFG in Q1 2022 and held it in 5 quarters. The position peaked at $1.08M in Q2 2023. 412 funds tracked by Wall St. Rank hold AFG as of Q4 2023.

  • Banque Pictet & Cie reported no remaining American Financial Group position as of Q4 2023 after selling out during the quarter.
  • Banque Pictet & Cie sold 8,212 American Financial Group shares in Q4 2023, an estimated $917K.
  • Banque Pictet & Cie first reported a position in American Financial Group in Q1 2022 and held it in 5 quarters.
  • Banque Pictet & Cie's American Financial Group position peaked at $1.08M in Q2 2023.
  • 412 funds tracked by Wall St. Rank held American Financial Group as of Q4 2023.

Based on Banque Pictet & Cie's 13F filing for Q4 2023, filed 9 Feb 2024.