Capital Advisory Group Advisory Services’s American Financial Group AFG Stock Holding History

Capital Advisory Group Advisory Services’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
2021 Q2	–	Sell	-100	Closed	-$11K	–	535
2021 Q1	$11K	Hold	100	–	–	﹤0.01%	370
2020 Q4	$9K	Hold	100	–	–	﹤0.01%	371
2020 Q3	$7K	Hold	100	–	–	﹤0.01%	346
2020 Q2	$6K	Hold	100	–	–	﹤0.01%	348
2020 Q1	$7K	Buy	+100	New	+$9.65K	0.01%	265
2019 Q4	–	Sell	-100	Closed	-$11K	–	202
2019 Q3	$11K	Hold	100	–	–	0.01%	268
2019 Q2	$10K	Hold	100	–	–	0.01%	277
2019 Q1	$10K	Hold	100	–	–	0.01%	272
2018 Q4	$9K	Buy	+100	New	+$10K	0.01%	251

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

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

AFGI4KRSP

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital Advisory Group Advisory Services's AFG Position: Q2 2021 in Review

Capital Advisory Group Advisory Services sold out of American Financial Group (AFG) in Q2 2021, closing a stake of 100 shares — an estimated $11K sold.

Capital Advisory Group Advisory Services first reported a position in AFG in Q4 2018 and held it in 9 quarters. The position peaked at $11K in Q1 2021. 388 funds tracked by Wall St. Rank hold AFG as of Q2 2021.

Capital Advisory Group Advisory Services reported no remaining American Financial Group position as of Q2 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 100 American Financial Group shares in Q2 2021, an estimated $11K.
Capital Advisory Group Advisory Services first reported a position in American Financial Group in Q4 2018 and held it in 9 quarters.
Capital Advisory Group Advisory Services's American Financial Group position peaked at $11K in Q1 2021.
388 funds tracked by Wall St. Rank held American Financial Group as of Q2 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2021, filed 12 Nov 2021.