Certified Advisory Corp’s American Financial Group AFG Stock Holding History

Certified Advisory Corp’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	-350	Closed	-$40K	–	220
2021 Q1	$40K	Buy	+350	New	+$36.2K	0.01%	381
2020 Q2	$22K	Sell	350 -113	-24%	-$7.28K	0.01%	418
2020 Q1	$32K	Hold	463	–	–	0.01%	339
2019 Q4	$51K	Hold	463	–	–	0.02%	315
2019 Q3	$50K	Hold	463	–	–	0.02%	318
2019 Q2	$47K	Hold	463	–	–	0.02%	329
2019 Q1	$45K	Hold	463	–	–	0.02%	311
2018 Q4	$42K	Hold	463	–	–	0.02%	298
2018 Q3	$51K	Hold	463	–	–	0.02%	297
2018 Q2	$50K	Hold	463	–	–	0.03%	286
2018 Q1	$51K	Hold	463	–	–	0.03%	265
2017 Q4	$50K	Buy	+463	New	+$48.6K	0.04%	238

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

Certified Advisory Corp's AFG Position: Q2 2021 in Review

Certified Advisory Corp sold out of American Financial Group (AFG) in Q2 2021, closing a stake of 350 shares — an estimated $40K sold.

Certified Advisory Corp first reported a position in AFG in Q4 2017 and held it in 12 quarters. The position peaked at $51K in Q4 2019. 388 funds tracked by Wall St. Rank hold AFG as of Q2 2021.

Certified Advisory Corp reported no remaining American Financial Group position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 350 American Financial Group shares in Q2 2021, an estimated $40K.
Certified Advisory Corp first reported a position in American Financial Group in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's American Financial Group position peaked at $51K in Q4 2019.
388 funds tracked by Wall St. Rank held American Financial Group as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.