Gradient Investments’s American Financial Group AFG Stock Holding History

Gradient Investments’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
2024 Q2	–	Sell	-6	Closed	-$819	–	1380
2024 Q1	$819	Hold	6	–	–	﹤0.01%	937
2023 Q4	$713	Hold	6	–	–	﹤0.01%	1514
2023 Q3	$670	Buy	+6	New	+$693	﹤0.01%	1487
2021 Q3	–	Sell	-82	Closed	-$10K	–	1133
2021 Q2	$10K	Hold	82	–	–	﹤0.01%	750
2021 Q1	$9K	Hold	82	–	–	﹤0.01%	776
2020 Q4	$5K	Hold	82	–	–	﹤0.01%	797
2020 Q3	$5K	Hold	82	–	–	﹤0.01%	803
2020 Q2	$5K	Hold	82	–	–	﹤0.01%	729
2020 Q1	$6K	Sell	82 -23	-22%	-$2.22K	﹤0.01%	733
2019 Q4	$12K	Hold	105	–	–	﹤0.01%	650
2019 Q3	$11K	Hold	105	–	–	﹤0.01%	636
2019 Q2	$11K	Hold	105	–	–	﹤0.01%	619
2019 Q1	$10K	Hold	105	–	–	﹤0.01%	543
2018 Q4	$10K	Hold	105	–	–	﹤0.01%	572
2018 Q3	$12K	Hold	105	–	–	﹤0.01%	592
2018 Q2	$11K	Hold	105	–	–	﹤0.01%	589
2018 Q1	$12K	Hold	105	–	–	﹤0.01%	584
2017 Q4	$11K	Buy	+105	New	+$11K	﹤0.01%	575
2017 Q3	–	Sell	-105	Closed	-$10K	–	242
2017 Q2	$10K	Hold	105	–	–	﹤0.01%	475
2017 Q1	$10K	Hold	105	–	–	﹤0.01%	501
2016 Q4	$9K	Hold	105	–	–	﹤0.01%	460
2016 Q3	$8K	Hold	105	–	–	﹤0.01%	475
2016 Q2	$8K	Buy	+105	New	+$7.44K	﹤0.01%	461

Other funds holding AFG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gradient Investments's AFG Position: Q2 2024 in Review

Gradient Investments sold out of American Financial Group (AFG) in Q2 2024, closing a stake of 6 shares — an estimated $819 sold.

Gradient Investments first reported a position in AFG in Q2 2016 and held it in 23 quarters. The position peaked at $12K in Q4 2019. 425 funds tracked by Wall St. Rank hold AFG as of Q2 2024.

Gradient Investments reported no remaining American Financial Group position as of Q2 2024 after selling out during the quarter.
Gradient Investments sold 6 American Financial Group shares in Q2 2024, an estimated $819.
Gradient Investments first reported a position in American Financial Group in Q2 2016 and held it in 23 quarters.
Gradient Investments's American Financial Group position peaked at $12K in Q4 2019.
425 funds tracked by Wall St. Rank held American Financial Group as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.