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Newbridge Financial Services Group’s American Financial Group AFG Stock Holding History

Newbridge Financial Services 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
2022
Q3 		– Sell
-11
Closed -$1K – 1370
2022
Q2 		$1K Buy
11
+1
+10% +$141 ﹤0.01% 1244
2022
Q1 		$1K Buy
+10
New +$1.36K ﹤0.01% 1352

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newbridge Financial Services Group's AFG Position: Q3 2022 in Review

Newbridge Financial Services Group sold out of American Financial Group (AFG) in Q3 2022, closing a stake of 11 shares — an estimated $1K sold.

Newbridge Financial Services Group first reported a position in AFG in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 427 funds tracked by Wall St. Rank hold AFG as of Q3 2022.

  • Newbridge Financial Services Group reported no remaining American Financial Group position as of Q3 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 11 American Financial Group shares in Q3 2022, an estimated $1K.
  • Newbridge Financial Services Group first reported a position in American Financial Group in Q1 2022 and held it in 2 quarters.
  • Newbridge Financial Services Group's American Financial Group position peaked at $1K in Q2 2022.
  • 427 funds tracked by Wall St. Rank held American Financial Group as of Q3 2022.

Based on Newbridge Financial Services Group's 13F filing for Q3 2022, filed 13 Oct 2022.