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CSat Investment Advisory’s American Financial Group AFG Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-383
Closed -$26K – 529
2020
Q3 		$26K Buy
383
+52
+16% +$3.35K ﹤0.01% 794
2020
Q2 		$21K Buy
331
+81
+32% +$5.22K ﹤0.01% 815
2020
Q1 		$18K Buy
250
+41
+20% +$3.96K ﹤0.01% 739
2019
Q4 		$23K Buy
209
+26
+14% +$2.78K 0.01% 738
2019
Q3 		$20K Buy
183
+35
+24% +$3.62K 0.01% 704
2019
Q2 		$15K Buy
+148
New +$14.9K 0.01% 748

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LCM
Lomas Capital Management New York $1.04B AUM 24.59% 1-Year Est. Return

CSat Investment Advisory's AFG Position: Q4 2020 in Review

CSat Investment Advisory sold out of American Financial Group (AFG) in Q4 2020, closing a stake of 383 shares — an estimated $26K sold.

CSat Investment Advisory first reported a position in AFG in Q2 2019 and held it in 6 quarters. The position peaked at $26K in Q3 2020. 376 funds tracked by Wall St. Rank hold AFG as of Q4 2020.

  • CSat Investment Advisory reported no remaining American Financial Group position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 383 American Financial Group shares in Q4 2020, an estimated $26K.
  • CSat Investment Advisory first reported a position in American Financial Group in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's American Financial Group position peaked at $26K in Q3 2020.
  • 376 funds tracked by Wall St. Rank held American Financial Group as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.