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MPS Loria Financial Planners’s American Financial Group AFG Stock Holding History

MPS Loria Financial Planners’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
Q1 		– Sell
-79
Closed -$7K – 558
2020
Q4 		$7K Buy
+79
New +$6.48K ﹤0.01% 322

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MPS Loria Financial Planners's AFG Position: Q1 2021 in Review

MPS Loria Financial Planners sold out of American Financial Group (AFG) in Q1 2021, closing a stake of 79 shares — an estimated $7K sold.

MPS Loria Financial Planners first reported a position in AFG in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 389 funds tracked by Wall St. Rank hold AFG as of Q1 2021.

  • MPS Loria Financial Planners reported no remaining American Financial Group position as of Q1 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 79 American Financial Group shares in Q1 2021, an estimated $7K.
  • MPS Loria Financial Planners first reported a position in American Financial Group in Q4 2020 and held it in 1 quarter.
  • MPS Loria Financial Planners's American Financial Group position peaked at $7K in Q4 2020.
  • 389 funds tracked by Wall St. Rank held American Financial Group as of Q1 2021.

Based on MPS Loria Financial Planners's 13F filing for Q1 2021, filed 3 May 2021.