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Cetera Advisors’s American Financial Group AFG Stock Holding History

Cetera 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
2024
Q1 		$257K Sell
1,881
-852
-31% -$106K ﹤0.01% 2050
2023
Q4 		$325K Buy
+2,733
New +$308K ﹤0.01% 1375
2018
Q1 		– Sell
-2,633
Closed -$283K – 780
2017
Q4 		$283K Hold
2,633
– – 0.02% 597
2017
Q3 		$272K Buy
+2,633
New +$268K 0.02% 643

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Cetera Advisors's AFG Position: Q1 2024 in Review

Cetera Advisors reduced its American Financial Group (AFG) stake by 31% in Q1 2024, selling an estimated $106K and leaving 1,881 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

Cetera Advisors first reported a position in AFG in Q3 2017 and has held it in 4 quarters since. The position peaked at $325K in Q4 2023. 419 funds tracked by Wall St. Rank hold AFG as of Q1 2024.

  • Cetera Advisors held 1,881 shares of American Financial Group worth $257K as of Q1 2024.
  • Cetera Advisors sold 852 American Financial Group shares in Q1 2024, an estimated $106K.
  • American Financial Group made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2050 holding.
  • Cetera Advisors first reported a position in American Financial Group in Q3 2017 and has held it in 4 quarters since.
  • Cetera Advisors's American Financial Group position peaked at $325K in Q4 2023.
  • 419 funds tracked by Wall St. Rank held American Financial Group as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.