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

Ritholtz 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
2023
Q1 		– Sell
-1,552
Closed -$213K – 639
2022
Q4 		$213K Sell
1,552
-880
-36% -$121K 0.01% 529
2022
Q3 		$299K Sell
2,432
-1,258
-34% -$165K 0.02% 538
2022
Q2 		$512K Buy
3,690
+516
+16% +$72.6K 0.03% 310
2022
Q1 		$462K Buy
3,174
+526
+20% +$71.7K 0.03% 325
2021
Q4 		$364K Buy
2,648
+538
+25% +$74K 0.02% 368
2021
Q3 		$266K Buy
+2,110
New +$276K 0.02% 397

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ritholtz Wealth Management's AFG Position: Q1 2023 in Review

Ritholtz Wealth Management sold out of American Financial Group (AFG) in Q1 2023, closing a stake of 1,552 shares — an estimated $213K sold.

Ritholtz Wealth Management first reported a position in AFG in Q3 2021 and held it in 6 quarters. The position peaked at $512K in Q2 2022. 434 funds tracked by Wall St. Rank hold AFG as of Q1 2023.

  • Ritholtz Wealth Management reported no remaining American Financial Group position as of Q1 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 1,552 American Financial Group shares in Q1 2023, an estimated $213K.
  • Ritholtz Wealth Management first reported a position in American Financial Group in Q3 2021 and held it in 6 quarters.
  • Ritholtz Wealth Management's American Financial Group position peaked at $512K in Q2 2022.
  • 434 funds tracked by Wall St. Rank held American Financial Group as of Q1 2023.

Based on Ritholtz Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.