TCI Wealth Advisors’s American Financial Group AFG Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-60	Closed	-$7.29K	–	246
2023 Q1	$7.29K	Sell	60 -2	-3%	-$264	﹤0.01%	1278
2022 Q4	$8.51K	Buy	62 +1	+2%	+$137	﹤0.01%	1179
2022 Q3	$7K	Buy	61 +6	+11%	+$787	﹤0.01%	1215
2022 Q2	$8K	Hold	55	–	–	﹤0.01%	1127
2022 Q1	$8K	Hold	55	–	–	﹤0.01%	1222
2021 Q4	$8K	Hold	55	–	–	﹤0.01%	1297
2021 Q3	$7K	Hold	55	–	–	﹤0.01%	1325
2021 Q2	$7K	Hold	55	–	–	﹤0.01%	1172
2021 Q1	$6K	Hold	55	–	–	﹤0.01%	1112
2020 Q4	$5K	Hold	55	–	–	﹤0.01%	843
2020 Q3	$4K	Hold	55	–	–	﹤0.01%	810
2020 Q2	$3K	Hold	55	–	–	﹤0.01%	865
2020 Q1	$4K	Buy	+55	New	+$5.31K	﹤0.01%	747
2019 Q2	–	Sell	-35	Closed	-$3K	–	1401
2019 Q1	$3K	Hold	35	–	–	﹤0.01%	890
2018 Q4	$3K	Hold	35	–	–	﹤0.01%	869
2018 Q3	$4K	Hold	35	–	–	﹤0.01%	821
2018 Q2	$4K	Sell	35 -154	-81%	-$17.1K	﹤0.01%	812
2018 Q1	$21K	Buy	189 +154	+440%	+$17.2K	0.01%	473
2017 Q4	$4K	Hold	35	–	–	﹤0.01%	813
2017 Q3	$4K	Hold	35	–	–	﹤0.01%	760
2017 Q2	$3K	Buy	+35	New	+$3.43K	﹤0.01%	850

Other funds holding AFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

AFGI4KRSP

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCI Wealth Advisors's AFG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of American Financial Group (AFG) in Q2 2023, closing a stake of 60 shares — an estimated $7.29K sold.

TCI Wealth Advisors first reported a position in AFG in Q2 2017 and held it in 21 quarters. The position peaked at $21K in Q1 2018. 419 funds tracked by Wall St. Rank hold AFG as of Q2 2023.

TCI Wealth Advisors reported no remaining American Financial Group position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 60 American Financial Group shares in Q2 2023, an estimated $7.29K.
TCI Wealth Advisors first reported a position in American Financial Group in Q2 2017 and held it in 21 quarters.
TCI Wealth Advisors's American Financial Group position peaked at $21K in Q1 2018.
419 funds tracked by Wall St. Rank held American Financial Group as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.