Bartlett & Co Wealth Management’s American Financial Group 5.125% Subordinated Debentures due 2059 AFGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-400
Closed -$8.88K 1126
2023
Q4
$8.88K Buy
+400
New +$8.05K ﹤0.01% 1020

Bartlett & Co Wealth Management's AFGC Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of American Financial Group 5.125% Subordinated Debentures due 2059 (AFGC) in Q1 2024, closing a stake of 400 shares — an estimated $8.88K sold.

Bartlett & Co Wealth Management first reported a position in AFGC in Q4 2023 and held it in 1 quarter. The position peaked at $8.88K in Q4 2023. 0 funds tracked by Wall St. Rank hold AFGC as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining American Financial Group 5.125% Subordinated Debentures due 2059 position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 400 American Financial Group 5.125% Subordinated Debentures due 2059 shares in Q1 2024, an estimated $8.88K.
  • Bartlett & Co Wealth Management first reported a position in American Financial Group 5.125% Subordinated Debentures due 2059 in Q4 2023 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's American Financial Group 5.125% Subordinated Debentures due 2059 position peaked at $8.88K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held American Financial Group 5.125% Subordinated Debentures due 2059 as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.