Financial Gravity Asset Management’s American Financial Group AFG Stock Holding History

Financial Gravity Asset 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
2023 Q3	–	Sell	-119	Closed	-$1.21K	–	1241
2023 Q2	$1.21K	Sell	119 -3	-2%	-$354	﹤0.01%	764
2023 Q1	$2	Buy	+122	New	+$16.1K	﹤0.01%	978
2022 Q1	–	Sell	-274	Closed	-$40	–	900
2021 Q4	$40	Buy	+274	New	+$37.7K	﹤0.01%	732

Other funds holding AFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Gravity Asset Management's AFG Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of American Financial Group (AFG) in Q3 2023, closing a stake of 119 shares — an estimated $1.21K sold.

Financial Gravity Asset Management first reported a position in AFG in Q4 2021 and held it in 3 quarters. The position peaked at $1.21K in Q2 2023. 393 funds tracked by Wall St. Rank hold AFG as of Q3 2023.

Financial Gravity Asset Management reported no remaining American Financial Group position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 119 American Financial Group shares in Q3 2023, an estimated $1.21K.
Financial Gravity Asset Management first reported a position in American Financial Group in Q4 2021 and held it in 3 quarters.
Financial Gravity Asset Management's American Financial Group position peaked at $1.21K in Q2 2023.
393 funds tracked by Wall St. Rank held American Financial Group as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.