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Personal Wealth Partners’s American Financial Group AFG Stock Holding History

Personal Wealth Partners’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
Q1 		– Sell
-4
Closed – – 75
2019
Q4 		$0 Hold
4
– – ﹤0.01% 499
2019
Q3 		$0 Buy
+4
New +$414 ﹤0.01% 512

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Personal Wealth Partners's AFG Position: Q1 2020 in Review

Personal Wealth Partners sold out of American Financial Group (AFG) in Q1 2020, closing a stake of 4 shares.

Personal Wealth Partners first reported a position in AFG in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 376 funds tracked by Wall St. Rank hold AFG as of Q1 2020.

  • Personal Wealth Partners reported no remaining American Financial Group position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 4 American Financial Group shares in Q1 2020.
  • Personal Wealth Partners first reported a position in American Financial Group in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's American Financial Group position peaked at $0 in Q4 2019.
  • 376 funds tracked by Wall St. Rank held American Financial Group as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.