Reilly Financial Advisors’s American Financial Group AFG Stock Holding History

Reilly Financial 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
2021 Q4	$23K	Hold	168	–	–	﹤0.01%	543
2021 Q3	$21K	Hold	168	–	–	﹤0.01%	514
2021 Q2	$21K	Hold	168	–	–	﹤0.01%	540
2021 Q1	$19K	Hold	168	–	–	﹤0.01%	547
2020 Q4	$15K	Hold	168	–	–	﹤0.01%	541
2020 Q3	$11K	Hold	168	–	–	﹤0.01%	547
2020 Q2	$11K	Hold	168	–	–	﹤0.01%	550
2020 Q1	$12K	Hold	168	–	–	﹤0.01%	513
2019 Q4	$18K	Hold	168	–	–	﹤0.01%	518
2019 Q3	$18K	Hold	168	–	–	﹤0.01%	530
2019 Q2	$17K	Hold	168	–	–	﹤0.01%	566
2019 Q1	$16K	Hold	168	–	–	﹤0.01%	575
2018 Q4	$15K	Hold	168	–	–	﹤0.01%	558
2018 Q3	$19K	Hold	168	–	–	﹤0.01%	568
2018 Q2	$18K	Hold	168	–	–	﹤0.01%	529
2018 Q1	$19K	Hold	168	–	–	﹤0.01%	501
2017 Q4	$18K	Hold	168	–	–	﹤0.01%	533
2017 Q3	$17K	Hold	168	–	–	﹤0.01%	531
2017 Q2	$17K	Buy	168 +150	+833%	+$14.7K	﹤0.01%	533
2017 Q1	$2K	Hold	18	–	–	﹤0.01%	838
2016 Q4	$2K	Hold	18	–	–	﹤0.01%	758
2016 Q3	$1K	Hold	18	–	–	﹤0.01%	782
2016 Q2	$1K	Hold	18	–	–	﹤0.01%	750
2016 Q1	$1K	Hold	18	–	–	﹤0.01%	1110
2015 Q4	$1K	Hold	18	–	–	﹤0.01%	1120
2015 Q3	$1K	Hold	18	–	–	﹤0.01%	1189
2015 Q2	$1K	Hold	18	–	–	﹤0.01%	1278
2015 Q1	$1K	Hold	18	–	–	﹤0.01%	1228
2014 Q4	$1K	Hold	18	–	–	﹤0.01%	797
2014 Q3	$1K	Sell	18 -150	-89%	-$8.78K	﹤0.01%	797
2014 Q2	$10K	Hold	168	–	–	﹤0.01%	548
2014 Q1	$10K	Hold	168	–	–	﹤0.01%	548
2013 Q4	$10K	Buy	168 +18	+12%	+$1.01K	﹤0.01%	537
2013 Q3	$8K	Hold	150	–	–	﹤0.01%	504
2013 Q2	$7K	Buy	+150	New	+$7.24K	﹤0.01%	540

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

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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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

Reilly Financial Advisors's AFG Position: Q4 2021 in Review

Reilly Financial Advisors held its American Financial Group (AFG) position steady in Q4 2021 at 168 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Reilly Financial Advisors first reported a position in AFG in Q2 2013 and has held it in 35 quarters since. 426 funds tracked by Wall St. Rank hold AFG as of Q4 2021.

Reilly Financial Advisors held 168 shares of American Financial Group worth $23K as of Q4 2021.
Reilly Financial Advisors left its American Financial Group share count unchanged in Q4 2021.
American Financial Group made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #543 holding.
Reilly Financial Advisors first reported a position in American Financial Group in Q2 2013 and has held it in 35 quarters since.
426 funds tracked by Wall St. Rank held American Financial Group as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.