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

Modera 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
Q1 		– Sell
-1,916
Closed -$263K – 357
2021
Q4 		$263K Buy
+1,916
New +$263K 0.01% 460

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

Modera Wealth Management's AFG Position: Q1 2022 in Review

Modera Wealth Management sold out of American Financial Group (AFG) in Q1 2022, closing a stake of 1,916 shares — an estimated $263K sold.

Modera Wealth Management first reported a position in AFG in Q4 2021 and held it in 1 quarter. The position peaked at $263K in Q4 2021. 448 funds tracked by Wall St. Rank hold AFG as of Q1 2022.

  • Modera Wealth Management reported no remaining American Financial Group position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 1,916 American Financial Group shares in Q1 2022, an estimated $263K.
  • Modera Wealth Management first reported a position in American Financial Group in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's American Financial Group position peaked at $263K in Q4 2021.
  • 448 funds tracked by Wall St. Rank held American Financial Group as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.