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Money Concepts Capital’s American Financial Group AFG Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-252
Closed -$34.6K – 503
2022
Q4 		$34.6K Buy
+252
New +$34.5K ﹤0.01% 1394
2022
Q2 		– Sell
-219
Closed -$32K – 1452
2022
Q1 		$32K Buy
+219
New +$29.9K ﹤0.01% 1401

Other funds holding AFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Money Concepts Capital's AFG Position: Q1 2023 in Review

Money Concepts Capital sold out of American Financial Group (AFG) in Q1 2023, closing a stake of 252 shares — an estimated $34.6K sold.

Money Concepts Capital first reported a position in AFG in Q1 2022 and held it in 2 quarters. The position peaked at $34.6K in Q4 2022. 434 funds tracked by Wall St. Rank hold AFG as of Q1 2023.

  • Money Concepts Capital reported no remaining American Financial Group position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 252 American Financial Group shares in Q1 2023, an estimated $34.6K.
  • Money Concepts Capital first reported a position in American Financial Group in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's American Financial Group position peaked at $34.6K in Q4 2022.
  • 434 funds tracked by Wall St. Rank held American Financial Group as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.