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

Kingsview 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
2023 Q4	–	Sell	-19,155	Closed	-$2.14M	–	946
2023 Q3	$2.14M	Buy	+19,155	New	+$2.21M	0.08%	268
2023 Q2	–	Sell	-9,951	Closed	-$1.21M	–	906
2023 Q1	$1.21M	Buy	9,951 +7,520	+309%	+$991K	0.05%	348
2022 Q4	$334K	Buy	+2,431	New	+$333K	0.01%	627
2022 Q2	–	Sell	-7,653	Closed	-$1.11M	–	809
2022 Q1	$1.11M	Sell	7,653 -6	-0.1%	-$818	0.05%	361
2021 Q4	$1.05M	Sell	7,659 -6,780	-47%	-$932K	0.04%	381
2021 Q3	$1.82M	Buy	+14,439	New	+$1.89M	0.09%	248

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

AFGI4KRSP

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kingsview Wealth Management's AFG Position: Q4 2023 in Review

Kingsview Wealth Management sold out of American Financial Group (AFG) in Q4 2023, closing a stake of 19,155 shares — an estimated $2.14M sold.

Kingsview Wealth Management first reported a position in AFG in Q3 2021 and held it in 6 quarters. The position peaked at $2.14M in Q3 2023. 412 funds tracked by Wall St. Rank hold AFG as of Q4 2023.

Kingsview Wealth Management reported no remaining American Financial Group position as of Q4 2023 after selling out during the quarter.
Kingsview Wealth Management sold 19,155 American Financial Group shares in Q4 2023, an estimated $2.14M.
Kingsview Wealth Management first reported a position in American Financial Group in Q3 2021 and held it in 6 quarters.
Kingsview Wealth Management's American Financial Group position peaked at $2.14M in Q3 2023.
412 funds tracked by Wall St. Rank held American Financial Group as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.