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Tilia Fiduciary Partners’s American Financial Group AFG Stock Holding History

Tilia Fiduciary Partners’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
Q3 		– Sell
-144
Closed -$17.1K – 101
2023
Q2 		$17.1K Hold
144
– – 0.02% 319
2023
Q1 		$17.5K Hold
144
– – 0.02% 314
2022
Q4 		$19.8K Hold
144
– – 0.02% 288
2022
Q3 		$18K Hold
144
– – 0.02% 292
2022
Q2 		$20K Sell
144
-44
-23% -$6.19K 0.02% 293
2022
Q1 		$27K Hold
188
– – 0.02% 275
2021
Q4 		$26K Buy
+188
New +$25.8K 0.02% 288

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tilia Fiduciary Partners's AFG Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of American Financial Group (AFG) in Q3 2023, closing a stake of 144 shares — an estimated $17.1K sold.

Tilia Fiduciary Partners first reported a position in AFG in Q4 2021 and held it in 7 quarters. The position peaked at $27K in Q1 2022. 393 funds tracked by Wall St. Rank hold AFG as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining American Financial Group position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 144 American Financial Group shares in Q3 2023, an estimated $17.1K.
  • Tilia Fiduciary Partners first reported a position in American Financial Group in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's American Financial Group position peaked at $27K in Q1 2022.
  • 393 funds tracked by Wall St. Rank held American Financial Group as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.