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

Prospera Financial Services’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
Q1 		– Sell
-3,199
Closed -$380K – 1093
2023
Q4 		$380K Buy
3,199
+872
+37% +$98.3K 0.01% 747
2023
Q3 		$260K Sell
2,327
-55
-2% -$6.35K 0.01% 855
2023
Q2 		$283K Buy
+2,382
New +$281K 0.01% 821
2022
Q2 		– Sell
-144
Closed -$21K – 1627
2022
Q1 		$21K Buy
+144
New +$19.6K ﹤0.01% 1701
2020
Q4 		– Sell
-849
Closed -$57K – 687
2020
Q3 		$57K Buy
+849
New +$54.7K 0.02% 572

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

Prospera Financial Services's AFG Position: Q1 2024 in Review

Prospera Financial Services sold out of American Financial Group (AFG) in Q1 2024, closing a stake of 3,199 shares — an estimated $380K sold.

Prospera Financial Services first reported a position in AFG in Q3 2020 and held it in 5 quarters. The position peaked at $380K in Q4 2023. 419 funds tracked by Wall St. Rank hold AFG as of Q1 2024.

  • Prospera Financial Services reported no remaining American Financial Group position as of Q1 2024 after selling out during the quarter.
  • Prospera Financial Services sold 3,199 American Financial Group shares in Q1 2024, an estimated $380K.
  • Prospera Financial Services first reported a position in American Financial Group in Q3 2020 and held it in 5 quarters.
  • Prospera Financial Services's American Financial Group position peaked at $380K in Q4 2023.
  • 419 funds tracked by Wall St. Rank held American Financial Group as of Q1 2024.

Based on Prospera Financial Services's 13F filing for Q1 2024, filed 13 Aug 2024.