BFEC
AFG icon

Benjamin F. Edwards & Company’s American Financial Group AFG Stock Holding History

Benjamin F. Edwards & Company’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
Q1 		– Sell
-4
Closed – – 2110
2023
Q4 		$0 Buy
+4
New +$451 ﹤0.01% 2079
2017
Q4 		– Sell
-2
Closed – – 1572
2017
Q3 		$0 Buy
+2
New +$203 ﹤0.01% 1529

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Benjamin F. Edwards & Company's AFG Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of American Financial Group (AFG) in Q1 2024, closing a stake of 4 shares.

Benjamin F. Edwards & Company first reported a position in AFG in Q3 2017 and held it in 2 quarters. The position peaked at $0 in Q4 2023. 420 funds tracked by Wall St. Rank hold AFG as of Q1 2024.

  • Benjamin F. Edwards & Company reported no remaining American Financial Group position as of Q1 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 4 American Financial Group shares in Q1 2024.
  • Benjamin F. Edwards & Company first reported a position in American Financial Group in Q3 2017 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's American Financial Group position peaked at $0 in Q4 2023.
  • 420 funds tracked by Wall St. Rank held American Financial Group as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.