Beacon Harbor Wealth Advisors’s American Financial Group AFG Stock Holding History

Beacon Harbor 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
2022 Q2	$4.16M	Buy	+29,934	New	+$4.21M	1.46%	35

Other funds holding AFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Harbor Wealth Advisors's AFG Position: Q2 2022 in Review

Beacon Harbor Wealth Advisors opened a new position in American Financial Group (AFG) in Q2 2022: 29,934 shares worth $4.16M. The stake represents 1.46% of the portfolio and ranks #35 among its holdings.

439 funds tracked by Wall St. Rank hold AFG as of Q2 2022.

Beacon Harbor Wealth Advisors held 29,934 shares of American Financial Group worth $4.16M as of Q2 2022.
American Financial Group was a new Beacon Harbor Wealth Advisors position in Q2 2022.
American Financial Group made up 1.46% of Beacon Harbor Wealth Advisors's portfolio in Q2 2022, its #35 holding.
439 funds tracked by Wall St. Rank held American Financial Group as of Q2 2022.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.