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Consolidated Planning Corp’s American Financial Group AFG Stock Holding History

Consolidated Planning 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
Q4 		– Sell
-14
Closed -$2K – 74
2021
Q3 		$2K Buy
+14
New +$1.83K ﹤0.01% 396

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Consolidated Planning Corp's AFG Position: Q4 2021 in Review

Consolidated Planning Corp sold out of American Financial Group (AFG) in Q4 2021, closing a stake of 14 shares — an estimated $2K sold.

Consolidated Planning Corp first reported a position in AFG in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 425 funds tracked by Wall St. Rank hold AFG as of Q4 2021.

  • Consolidated Planning Corp reported no remaining American Financial Group position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 14 American Financial Group shares in Q4 2021, an estimated $2K.
  • Consolidated Planning Corp first reported a position in American Financial Group in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's American Financial Group position peaked at $2K in Q3 2021.
  • 425 funds tracked by Wall St. Rank held American Financial Group as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.