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

Prestige Wealth Management 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
2024
Q2 		– Sell
-24
Closed -$3.28K – 993
2024
Q1 		$3.28K Sell
24
-35
-59% -$4.36K ﹤0.01% 663
2023
Q4 		$7.02K Sell
59
-31
-34% -$3.49K ﹤0.01% 520
2023
Q3 		$10.1K Buy
90
+39
+76% +$4.5K ﹤0.01% 442
2023
Q2 		$6.06K Buy
51
+15
+42% +$1.77K ﹤0.01% 549
2023
Q1 		$4.37K Sell
36
-77
-68% -$10.1K ﹤0.01% 606
2022
Q4 		$15.5K Buy
113
+77
+214% +$10.6K ﹤0.01% 387
2022
Q3 		$4K Hold
36
– – ﹤0.01% 573
2022
Q2 		$5K Hold
36
– – ﹤0.01% 563
2022
Q1 		$5K Hold
36
– – ﹤0.01% 585
2021
Q4 		$5K Hold
36
– – ﹤0.01% 617
2021
Q3 		$5K Hold
36
– – ﹤0.01% 618
2021
Q2 		$4K Hold
36
– – ﹤0.01% 662
2021
Q1 		$4K Hold
36
– – ﹤0.01% 646
2020
Q4 		$3K Hold
36
– – ﹤0.01% 665
2020
Q3 		$2K Hold
36
– – ﹤0.01% 661
2020
Q2 		$2K Sell
36
-153
-81% -$9.86K ﹤0.01% 652
2020
Q1 		$13K Buy
+189
New +$18.2K 0.01% 331

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prestige Wealth Management Group's AFG Position: Q2 2024 in Review

Prestige Wealth Management Group sold out of American Financial Group (AFG) in Q2 2024, closing a stake of 24 shares — an estimated $3.28K sold.

Prestige Wealth Management Group first reported a position in AFG in Q1 2020 and held it in 17 quarters. The position peaked at $15.5K in Q4 2022. 425 funds tracked by Wall St. Rank hold AFG as of Q2 2024.

  • Prestige Wealth Management Group reported no remaining American Financial Group position as of Q2 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 24 American Financial Group shares in Q2 2024, an estimated $3.28K.
  • Prestige Wealth Management Group first reported a position in American Financial Group in Q1 2020 and held it in 17 quarters.
  • Prestige Wealth Management Group's American Financial Group position peaked at $15.5K in Q4 2022.
  • 425 funds tracked by Wall St. Rank held American Financial Group as of Q2 2024.

Based on Prestige Wealth Management Group's 13F filing for Q2 2024, filed 6 Aug 2024.