IAS
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IMA Advisory Services’s American Financial Group AFG Stock Holding History

IMA Advisory Services’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
2022
Q4 		– Sell
-2
Closed – – 343
2022
Q3 		$0 Buy
+2
New +$262 ﹤0.01% 321

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

IMA Advisory Services's AFG Position: Q4 2022 in Review

IMA Advisory Services sold out of American Financial Group (AFG) in Q4 2022, closing a stake of 2 shares.

IMA Advisory Services first reported a position in AFG in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 466 funds tracked by Wall St. Rank hold AFG as of Q4 2022.

  • IMA Advisory Services reported no remaining American Financial Group position as of Q4 2022 after selling out during the quarter.
  • IMA Advisory Services sold 2 American Financial Group shares in Q4 2022.
  • IMA Advisory Services first reported a position in American Financial Group in Q3 2022 and held it in 1 quarter.
  • IMA Advisory Services's American Financial Group position peaked at $0 in Q3 2022.
  • 466 funds tracked by Wall St. Rank held American Financial Group as of Q4 2022.

Based on IMA Advisory Services's 13F filing for Q4 2022, filed 16 Feb 2023.