TD Private Client Wealth’s American Financial Group AFG Stock Holding History

TD Private Client Wealth’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 Q4	–	Sell	-123	Closed	-$16.6K	–	1314
2024 Q3	$16.6K	Hold	123	–	–	﹤0.01%	993
2024 Q2	$15.1K	Hold	123	–	–	﹤0.01%	982
2024 Q1	$16.8K	Hold	123	–	–	﹤0.01%	971
2023 Q4	$14.6K	Hold	123	–	–	﹤0.01%	998
2023 Q3	$13.7K	Hold	123	–	–	﹤0.01%	991
2023 Q2	$14.6K	Hold	123	–	–	﹤0.01%	992
2023 Q1	$14.9K	Hold	123	–	–	﹤0.01%	978
2022 Q4	$16.9K	Hold	123	–	–	﹤0.01%	937
2022 Q3	$15.1K	Hold	123	–	–	﹤0.01%	952
2022 Q2	$17.1K	Sell	123 -4	-3%	-$563	﹤0.01%	941
2022 Q1	$18.5K	Hold	127	–	–	﹤0.01%	956
2021 Q4	$17.4K	Hold	127	–	–	﹤0.01%	870
2021 Q3	$16K	Hold	127	–	–	﹤0.01%	869
2021 Q2	$15.8K	Hold	127	–	–	﹤0.01%	871
2021 Q1	$14.5K	Hold	127	–	–	﹤0.01%	860
2020 Q4	$11.1K	Sell	127 -39	-23%	-$3.2K	﹤0.01%	829
2020 Q3	$11.1K	Sell	166 -1	-0.6%	-$64	﹤0.01%	786
2020 Q2	$10.6K	Sell	167 -16	-9%	-$1.03K	﹤0.01%	794
2020 Q1	$12.8K	Buy	183 +52	+40%	+$5.02K	﹤0.01%	734
2019 Q4	$14.4K	Buy	+131	New	+$14K	﹤0.01%	727

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

TD Private Client Wealth's AFG Position: Q4 2024 in Review

TD Private Client Wealth sold out of American Financial Group (AFG) in Q4 2024, closing a stake of 123 shares — an estimated $16.6K sold.

TD Private Client Wealth first reported a position in AFG in Q4 2019 and held it in 20 quarters. The position peaked at $18.5K in Q1 2022. 452 funds tracked by Wall St. Rank hold AFG as of Q4 2024.

TD Private Client Wealth reported no remaining American Financial Group position as of Q4 2024 after selling out during the quarter.
TD Private Client Wealth sold 123 American Financial Group shares in Q4 2024, an estimated $16.6K.
TD Private Client Wealth first reported a position in American Financial Group in Q4 2019 and held it in 20 quarters.
TD Private Client Wealth's American Financial Group position peaked at $18.5K in Q1 2022.
452 funds tracked by Wall St. Rank held American Financial Group as of Q4 2024.

Based on TD Private Client Wealth's 13F filing for Q4 2024, filed 11 Feb 2025.