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

Destination 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
2019
Q2 		– Sell
-27
Closed -$3K – 559
2019
Q1 		$3K Hold
27
– – ﹤0.01% 565
2018
Q4 		$2K Hold
27
– – ﹤0.01% 478
2018
Q3 		$3K Hold
27
– – ﹤0.01% 537
2018
Q2 		$3K Sell
27
-197
-88% -$21.8K ﹤0.01% 458
2018
Q1 		$1K Buy
+224
New +$25.1K ﹤0.01% 520

Other funds holding AFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Destination Wealth Management's AFG Position: Q2 2019 in Review

Destination Wealth Management sold out of American Financial Group (AFG) in Q2 2019, closing a stake of 27 shares — an estimated $3K sold.

Destination Wealth Management first reported a position in AFG in Q1 2018 and held it in 5 quarters. The position peaked at $3K in Q1 2019. 389 funds tracked by Wall St. Rank hold AFG as of Q2 2019.

  • Destination Wealth Management reported no remaining American Financial Group position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 27 American Financial Group shares in Q2 2019, an estimated $3K.
  • Destination Wealth Management first reported a position in American Financial Group in Q1 2018 and held it in 5 quarters.
  • Destination Wealth Management's American Financial Group position peaked at $3K in Q1 2019.
  • 389 funds tracked by Wall St. Rank held American Financial Group as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.