JPLA
AFG icon

Joseph P. Lucia & Associates’s American Financial Group AFG Stock Holding History

Joseph P. Lucia & Associates’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
Q4 		– Sell
-22
Closed -$3K – 132
2021
Q3 		$3K Hold
22
– – ﹤0.01% 469
2021
Q2 		$3K Hold
22
– – ﹤0.01% 468
2021
Q1 		$3K Buy
+22
New +$2.27K ﹤0.01% 445

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Joseph P. Lucia & Associates's AFG Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of American Financial Group (AFG) in Q4 2021, closing a stake of 22 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in AFG in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 425 funds tracked by Wall St. Rank hold AFG as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining American Financial Group position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 22 American Financial Group shares in Q4 2021, an estimated $3K.
  • Joseph P. Lucia & Associates first reported a position in American Financial Group in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's American Financial Group position peaked at $3K in Q3 2021.
  • 425 funds tracked by Wall St. Rank held American Financial Group as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.