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Long Island Wealth Management’s American Financial Group AFG Stock Holding History

Long Island 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
2024
Q3 		– Sell
-7,528
Closed -$926K – 68
2024
Q2 		$926K Hold
7,528
– – 0.65% 39
2024
Q1 		$1.03M Hold
7,528
– – 0.73% 35
2023
Q4 		$895K Buy
+7,528
New +$848K 0.64% 36

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Long Island Wealth Management's AFG Position: Q3 2024 in Review

Long Island Wealth Management sold out of American Financial Group (AFG) in Q3 2024, closing a stake of 7,528 shares — an estimated $926K sold.

Long Island Wealth Management first reported a position in AFG in Q4 2023 and held it in 3 quarters. The position peaked at $1.03M in Q1 2024. 421 funds tracked by Wall St. Rank hold AFG as of Q3 2024.

  • Long Island Wealth Management reported no remaining American Financial Group position as of Q3 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 7,528 American Financial Group shares in Q3 2024, an estimated $926K.
  • Long Island Wealth Management first reported a position in American Financial Group in Q4 2023 and held it in 3 quarters.
  • Long Island Wealth Management's American Financial Group position peaked at $1.03M in Q1 2024.
  • 421 funds tracked by Wall St. Rank held American Financial Group as of Q3 2024.

Based on Long Island Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.