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Paces Ferry Wealth Advisors’s American Financial Group AFG Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-32
Closed -$2K – 131
2020
Q3 		$2K Buy
+32
New +$2.06K ﹤0.01% 632

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LCM
Lomas Capital Management New York $1.04B AUM 24.59% 1-Year Est. Return

Paces Ferry Wealth Advisors's AFG Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of American Financial Group (AFG) in Q4 2020, closing a stake of 32 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in AFG in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 375 funds tracked by Wall St. Rank hold AFG as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining American Financial Group position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 32 American Financial Group shares in Q4 2020, an estimated $2K.
  • Paces Ferry Wealth Advisors first reported a position in American Financial Group in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's American Financial Group position peaked at $2K in Q3 2020.
  • 375 funds tracked by Wall St. Rank held American Financial Group as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.