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Lake Point Wealth Management’s American Financial Group AFG Stock Holding History

Lake Point 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
2022
Q2 		$3K Hold
20
– – ﹤0.01% 265
2022
Q1 		$3K Sell
20
-197
-91% -$26.9K ﹤0.01% 283
2021
Q4 		$30K Hold
217
– – 0.01% 94
2021
Q3 		$27K Buy
+217
New +$28.3K 0.01% 90

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

Lake Point Wealth Management's AFG Position: Q2 2022 in Review

Lake Point Wealth Management held its American Financial Group (AFG) position steady in Q2 2022 at 20 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Lake Point Wealth Management first reported a position in AFG in Q3 2021 and has held it in 4 quarters since. The position peaked at $30K in Q4 2021. 439 funds tracked by Wall St. Rank hold AFG as of Q2 2022.

  • Lake Point Wealth Management held 20 shares of American Financial Group worth $3K as of Q2 2022.
  • Lake Point Wealth Management left its American Financial Group share count unchanged in Q2 2022.
  • American Financial Group made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #265 holding.
  • Lake Point Wealth Management first reported a position in American Financial Group in Q3 2021 and has held it in 4 quarters since.
  • Lake Point Wealth Management's American Financial Group position peaked at $30K in Q4 2021.
  • 439 funds tracked by Wall St. Rank held American Financial Group as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.