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Kapitalo Investimentos’s American Financial Group AFG Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-472
Closed -$56.1K – 268
2023
Q4 		$56.1K Sell
472
-82
-15% -$9.24K 0.01% 452
2023
Q3 		$61.9K Buy
554
+240
+76% +$27.7K 0.01% 460
2023
Q2 		$37.3K Buy
+314
New +$37K 0.01% 421

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kapitalo Investimentos's AFG Position: Q1 2024 in Review

Kapitalo Investimentos sold out of American Financial Group (AFG) in Q1 2024, closing a stake of 472 shares — an estimated $56.1K sold.

Kapitalo Investimentos first reported a position in AFG in Q2 2023 and held it in 3 quarters. The position peaked at $61.9K in Q3 2023. 419 funds tracked by Wall St. Rank hold AFG as of Q1 2024.

  • Kapitalo Investimentos reported no remaining American Financial Group position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 472 American Financial Group shares in Q1 2024, an estimated $56.1K.
  • Kapitalo Investimentos first reported a position in American Financial Group in Q2 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's American Financial Group position peaked at $61.9K in Q3 2023.
  • 419 funds tracked by Wall St. Rank held American Financial Group as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.