EWP
AFG icon

Engrave Wealth Partners’s American Financial Group AFG Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-732
Closed -$46K – 60
2020
Q2 		$46K Hold
732
– – 0.04% 116
2020
Q1 		$51K Hold
732
– – 0.06% 93
2019
Q4 		$80K Buy
+732
New +$78.3K 0.08% 91

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 $46.4B AUM 27.74% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Engrave Wealth Partners's AFG Position: Q3 2020 in Review

Engrave Wealth Partners sold out of American Financial Group (AFG) in Q3 2020, closing a stake of 732 shares — an estimated $46K sold.

Engrave Wealth Partners first reported a position in AFG in Q4 2019 and held it in 3 quarters. The position peaked at $80K in Q4 2019. 348 funds tracked by Wall St. Rank hold AFG as of Q3 2020.

  • Engrave Wealth Partners reported no remaining American Financial Group position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 732 American Financial Group shares in Q3 2020, an estimated $46K.
  • Engrave Wealth Partners first reported a position in American Financial Group in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's American Financial Group position peaked at $80K in Q4 2019.
  • 348 funds tracked by Wall St. Rank held American Financial Group as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.