JWM
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Janiczek Wealth Management’s American Financial Group AFG Stock Holding History

Janiczek 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
Q2 		$1.6K Buy
13
+11
+550% +$1.42K ﹤0.01% 872
2024
Q1 		$273 Hold
2
– – ﹤0.01% 1037
2023
Q4 		$238 Buy
+2
New +$225 ﹤0.01% 1047
2023
Q3 		– Sell
-11
Closed -$1.31K – 1055
2023
Q2 		$1.31K Buy
+11
New +$1.3K ﹤0.01% 815

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janiczek Wealth Management's AFG Position: Q2 2024 in Review

Janiczek Wealth Management increased its American Financial Group (AFG) stake by 550% in Q2 2024, buying an estimated $1.42K and bringing the position to 13 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Janiczek Wealth Management first reported a position in AFG in Q2 2023 and has held it in 4 quarters since. 425 funds tracked by Wall St. Rank hold AFG as of Q2 2024.

  • Janiczek Wealth Management held 13 shares of American Financial Group worth $1.6K as of Q2 2024.
  • Janiczek Wealth Management bought 11 American Financial Group shares in Q2 2024, an estimated $1.42K.
  • American Financial Group made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #872 holding.
  • Janiczek Wealth Management first reported a position in American Financial Group in Q2 2023 and has held it in 4 quarters since.
  • 425 funds tracked by Wall St. Rank held American Financial Group as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.