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

Perigon 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
2021 Q1	–	Sell	-677	Closed	-$59K	–	497
2020 Q4	$59K	Buy	+677	New	+$55.5K	0.01%	694
2018 Q2	–	Sell	-572	Closed	-$64K	–	239
2018 Q1	$64K	Hold	572	–	–	0.02%	284
2017 Q4	$62K	Buy	572 +140	+32%	+$14.7K	0.02%	267
2017 Q3	$45K	Hold	432	–	–	0.01%	351
2017 Q2	$43K	Hold	432	–	–	0.01%	391
2017 Q1	$41K	Hold	432	–	–	0.01%	411
2016 Q4	$41K	Hold	432	–	–	0.01%	381
2016 Q3	$32K	Buy	+432	New	+$31.9K	0.01%	349

Other funds holding AFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Perigon Wealth Management's AFG Position: Q1 2021 in Review

Perigon Wealth Management sold out of American Financial Group (AFG) in Q1 2021, closing a stake of 677 shares — an estimated $59K sold.

Perigon Wealth Management first reported a position in AFG in Q3 2016 and held it in 8 quarters. The position peaked at $64K in Q1 2018. 388 funds tracked by Wall St. Rank hold AFG as of Q1 2021.

Perigon Wealth Management reported no remaining American Financial Group position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 677 American Financial Group shares in Q1 2021, an estimated $59K.
Perigon Wealth Management first reported a position in American Financial Group in Q3 2016 and held it in 8 quarters.
Perigon Wealth Management's American Financial Group position peaked at $64K in Q1 2018.
388 funds tracked by Wall St. Rank held American Financial Group as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.