Measured Wealth Private Client Group’s American Financial Group AFG Stock Holding History

Measured Wealth Private Client Group’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 Q2	–	Sell	-2,409	Closed	-$293K	–	175
2023 Q1	$293K	Buy	2,409 +137	+6%	+$18.1K	0.11%	138
2022 Q4	$312K	Buy	2,272 +93	+4%	+$12.7K	0.13%	114
2022 Q3	$268K	Sell	2,179 -189	-8%	-$24.8K	0.12%	115
2022 Q2	$329K	Buy	2,368 +544	+30%	+$76.5K	0.15%	109
2022 Q1	$266K	Buy	+1,824	New	+$249K	0.1%	131
2018 Q4	–	Sell	-56	Closed	-$6K	–	114
2018 Q3	$6K	Buy	+56	New	+$6.23K	﹤0.01%	669

Other funds holding AFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Measured Wealth Private Client Group's AFG Position: Q2 2023 in Review

Measured Wealth Private Client Group sold out of American Financial Group (AFG) in Q2 2023, closing a stake of 2,409 shares — an estimated $293K sold.

Measured Wealth Private Client Group first reported a position in AFG in Q3 2018 and held it in 6 quarters. The position peaked at $329K in Q2 2022. 419 funds tracked by Wall St. Rank hold AFG as of Q2 2023.

Measured Wealth Private Client Group reported no remaining American Financial Group position as of Q2 2023 after selling out during the quarter.
Measured Wealth Private Client Group sold 2,409 American Financial Group shares in Q2 2023, an estimated $293K.
Measured Wealth Private Client Group first reported a position in American Financial Group in Q3 2018 and held it in 6 quarters.
Measured Wealth Private Client Group's American Financial Group position peaked at $329K in Q2 2022.
419 funds tracked by Wall St. Rank held American Financial Group as of Q2 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2023, filed 20 Jul 2023.