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Curi Wealth Management’s American Financial Group AFG Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-84
Closed -$12K – 192
2022
Q2 		$12K Hold
84
– – ﹤0.01% 354
2022
Q1 		$12K Hold
84
– – ﹤0.01% 338
2021
Q4 		$11K Buy
+84
New +$11.5K ﹤0.01% 303
2021
Q1 		– Sell
-84
Closed -$7K – 101
2020
Q4 		$7K Buy
+84
New +$6.89K 0.01% 283

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curi Wealth Management's AFG Position: Q3 2022 in Review

Curi Wealth Management sold out of American Financial Group (AFG) in Q3 2022, closing a stake of 84 shares — an estimated $12K sold.

Curi Wealth Management first reported a position in AFG in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q2 2022. 427 funds tracked by Wall St. Rank hold AFG as of Q3 2022.

  • Curi Wealth Management reported no remaining American Financial Group position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 84 American Financial Group shares in Q3 2022, an estimated $12K.
  • Curi Wealth Management first reported a position in American Financial Group in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's American Financial Group position peaked at $12K in Q2 2022.
  • 427 funds tracked by Wall St. Rank held American Financial Group as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.