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BDO Wealth Advisors’s American Financial Group AFG Stock Holding History

BDO 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
2023
Q1 		– Sell
-5
Closed -$686 – 1058
2022
Q4 		$686 Hold
5
– – ﹤0.01% 928
2022
Q3 		$1K Hold
5
– – ﹤0.01% 954
2022
Q2 		$1K Hold
5
– – ﹤0.01% 938
2022
Q1 		$1K Hold
5
– – ﹤0.01% 957
2021
Q4 		$1K Buy
+5
New +$687 ﹤0.01% 976

Other funds holding AFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BDO Wealth Advisors's AFG Position: Q1 2023 in Review

BDO Wealth Advisors sold out of American Financial Group (AFG) in Q1 2023, closing a stake of 5 shares — an estimated $686 sold.

BDO Wealth Advisors first reported a position in AFG in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 434 funds tracked by Wall St. Rank hold AFG as of Q1 2023.

  • BDO Wealth Advisors reported no remaining American Financial Group position as of Q1 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 5 American Financial Group shares in Q1 2023, an estimated $686.
  • BDO Wealth Advisors first reported a position in American Financial Group in Q4 2021 and held it in 5 quarters.
  • BDO Wealth Advisors's American Financial Group position peaked at $1K in Q3 2022.
  • 434 funds tracked by Wall St. Rank held American Financial Group as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.