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

Selective 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
2022
Q3 		– Sell
-200
Closed -$28K – 751
2022
Q2 		$28K Hold
200
– – 0.01% 413
2022
Q1 		$29K Hold
200
– – 0.01% 390
2021
Q4 		$27K Hold
200
– – 0.01% 367
2021
Q3 		$25K Buy
+200
New +$26.1K 0.01% 338

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
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
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selective Wealth Management's AFG Position: Q3 2022 in Review

Selective Wealth Management sold out of American Financial Group (AFG) in Q3 2022, closing a stake of 200 shares — an estimated $28K sold.

Selective Wealth Management first reported a position in AFG in Q3 2021 and held it in 4 quarters. The position peaked at $29K in Q1 2022. 427 funds tracked by Wall St. Rank hold AFG as of Q3 2022.

  • Selective Wealth Management reported no remaining American Financial Group position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 200 American Financial Group shares in Q3 2022, an estimated $28K.
  • Selective Wealth Management first reported a position in American Financial Group in Q3 2021 and held it in 4 quarters.
  • Selective Wealth Management's American Financial Group position peaked at $29K in Q1 2022.
  • 427 funds tracked by Wall St. Rank held American Financial Group as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.