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

Jackson 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
2024 Q3	–	Sell	-11,261	Closed	-$1.39M	–	160
2024 Q2	$1.39M	Sell	11,261 -5,751	-34%	-$740K	0.3%	65
2024 Q1	$2.32M	Buy	17,012 +3,349	+25%	+$417K	0.29%	65
2023 Q4	$1.62M	Sell	13,663 -2,927	-18%	-$330K	0.21%	74
2023 Q3	$1.85M	Buy	16,590 +961	+6%	+$111K	0.27%	67
2023 Q2	$1.86M	Sell	15,629 -14,347	-48%	-$1.69M	0.27%	65
2023 Q1	$3.64M	Buy	29,976 +17,237	+135%	+$2.27M	2.74%	2
2022 Q4	$1.75M	Sell	12,739 -4,833	-28%	-$662K	0.64%	49
2022 Q3	$2.16M	Buy	17,572 +11,044	+169%	+$1.45M	0.43%	54
2022 Q2	$906K	Buy	+6,528	New	+$918K	0.42%	55

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

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

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

Jackson Wealth Management's AFG Position: Q3 2024 in Review

Jackson Wealth Management sold out of American Financial Group (AFG) in Q3 2024, closing a stake of 11,261 shares — an estimated $1.39M sold.

Jackson Wealth Management first reported a position in AFG in Q2 2022 and held it in 9 quarters. The position peaked at $3.64M in Q1 2023. 421 funds tracked by Wall St. Rank hold AFG as of Q3 2024.

Jackson Wealth Management reported no remaining American Financial Group position as of Q3 2024 after selling out during the quarter.
Jackson Wealth Management sold 11,261 American Financial Group shares in Q3 2024, an estimated $1.39M.
Jackson Wealth Management first reported a position in American Financial Group in Q2 2022 and held it in 9 quarters.
Jackson Wealth Management's American Financial Group position peaked at $3.64M in Q1 2023.
421 funds tracked by Wall St. Rank held American Financial Group as of Q3 2024.

Based on Jackson Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.