Laird Norton Wetherby Wealth Management’s American Financial Group AFG Stock Holding History

Laird Norton Wetherby 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 Q3	–	Sell	-1,788	Closed	-$212K	–	910
2023 Q2	$212K	Buy	1,788 +82	+5%	+$9.66K	0.01%	831
2023 Q1	$207K	Sell	1,706 -43	-2%	-$5.67K	0.01%	816
2022 Q4	$240K	Buy	1,749 +8	+0.5%	+$1.1K	0.02%	750
2022 Q3	$214K	Buy	1,741 +40	+2%	+$5.25K	0.02%	784
2022 Q2	$236K	Buy	+1,701	New	+$239K	0.02%	762

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's AFG Position: Q3 2023 in Review

Laird Norton Wetherby Wealth Management sold out of American Financial Group (AFG) in Q3 2023, closing a stake of 1,788 shares — an estimated $212K sold.

Laird Norton Wetherby Wealth Management first reported a position in AFG in Q2 2022 and held it in 5 quarters. The position peaked at $240K in Q4 2022. 393 funds tracked by Wall St. Rank hold AFG as of Q3 2023.

Laird Norton Wetherby Wealth Management reported no remaining American Financial Group position as of Q3 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 1,788 American Financial Group shares in Q3 2023, an estimated $212K.
Laird Norton Wetherby Wealth Management first reported a position in American Financial Group in Q2 2022 and held it in 5 quarters.
Laird Norton Wetherby Wealth Management's American Financial Group position peaked at $240K in Q4 2022.
393 funds tracked by Wall St. Rank held American Financial Group as of Q3 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.