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Tillar-Wenstrup Advisors’s American Financial Group AFG Stock Holding History

Tillar-Wenstrup 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
2021
Q2 		– Sell
-6,157
Closed -$703K – 37
2021
Q1 		$703K Sell
6,157
-6,800
-52% -$703K 0.34% 28
2020
Q4 		$1.14M Sell
12,957
-1,875
-13% -$154K 0.59% 24
2020
Q3 		$993K Buy
14,832
+407
+3% +$26.2K 0.58% 24
2020
Q2 		$915K Buy
+14,425
New +$930K 0.55% 21

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Tillar-Wenstrup Advisors's AFG Position: Q2 2021 in Review

Tillar-Wenstrup Advisors sold out of American Financial Group (AFG) in Q2 2021, closing a stake of 6,157 shares — an estimated $703K sold.

Tillar-Wenstrup Advisors first reported a position in AFG in Q2 2020 and held it in 4 quarters. The position peaked at $1.14M in Q4 2020. 388 funds tracked by Wall St. Rank hold AFG as of Q2 2021.

  • Tillar-Wenstrup Advisors reported no remaining American Financial Group position as of Q2 2021 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 6,157 American Financial Group shares in Q2 2021, an estimated $703K.
  • Tillar-Wenstrup Advisors first reported a position in American Financial Group in Q2 2020 and held it in 4 quarters.
  • Tillar-Wenstrup Advisors's American Financial Group position peaked at $1.14M in Q4 2020.
  • 388 funds tracked by Wall St. Rank held American Financial Group as of Q2 2021.

Based on Tillar-Wenstrup Advisors's 13F filing for Q2 2021, filed 23 Jul 2021.