LWM
AFG icon

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

Liberty 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
2021
Q4 		– Sell
-25
Closed -$3K – 186
2021
Q3 		$3K Hold
25
– – ﹤0.01% 1003
2021
Q2 		$3K Hold
25
– – ﹤0.01% 854
2021
Q1 		$2K Hold
25
– – ﹤0.01% 796
2020
Q4 		$2K Hold
25
– – ﹤0.01% 792
2020
Q3 		$2K Hold
25
– – ﹤0.01% 740
2020
Q2 		$2K Hold
25
– – ﹤0.01% 725
2020
Q1 		$2K Hold
25
– – ﹤0.01% 711
2019
Q4 		$3K Hold
25
– – ﹤0.01% 717
2019
Q3 		$3K Buy
+25
New +$2.59K ﹤0.01% 692

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

Liberty Wealth Management's AFG Position: Q4 2021 in Review

Liberty Wealth Management sold out of American Financial Group (AFG) in Q4 2021, closing a stake of 25 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in AFG in Q3 2019 and held it in 9 quarters. The position peaked at $3K in Q3 2021. 425 funds tracked by Wall St. Rank hold AFG as of Q4 2021.

  • Liberty Wealth Management reported no remaining American Financial Group position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 25 American Financial Group shares in Q4 2021, an estimated $3K.
  • Liberty Wealth Management first reported a position in American Financial Group in Q3 2019 and held it in 9 quarters.
  • Liberty Wealth Management'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 Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.