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

Harvest Group 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
2021
Q1 		– Sell
-11
Closed -$1K – 54
2020
Q4 		$1K Hold
11
– – ﹤0.01% 411
2020
Q3 		$1K Hold
11
– – ﹤0.01% 406
2020
Q2 		$0 Buy
11
+5
+83% +$322 ﹤0.01% 469
2020
Q1 		$0 Buy
+6
New +$579 ﹤0.01% 483

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Harvest Group Wealth Management's AFG Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of American Financial Group (AFG) in Q1 2021, closing a stake of 11 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in AFG in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 389 funds tracked by Wall St. Rank hold AFG as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining American Financial Group position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 11 American Financial Group shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in American Financial Group in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's American Financial Group position peaked at $1K in Q4 2020.
  • 389 funds tracked by Wall St. Rank held American Financial Group as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.