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True Link Financial Advisors’s American Financial Group AFG Stock Holding History

True Link Financial 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
Q3 		– Sell
-100
Closed -$12K – 785
2021
Q2 		$12K Hold
100
– – ﹤0.01% 546
2021
Q1 		$11K Buy
+100
New +$10.3K ﹤0.01% 607

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

True Link Financial Advisors's AFG Position: Q3 2021 in Review

True Link Financial Advisors sold out of American Financial Group (AFG) in Q3 2021, closing a stake of 100 shares — an estimated $12K sold.

True Link Financial Advisors first reported a position in AFG in Q1 2021 and held it in 2 quarters. The position peaked at $12K in Q2 2021. 401 funds tracked by Wall St. Rank hold AFG as of Q3 2021.

  • True Link Financial Advisors reported no remaining American Financial Group position as of Q3 2021 after selling out during the quarter.
  • True Link Financial Advisors sold 100 American Financial Group shares in Q3 2021, an estimated $12K.
  • True Link Financial Advisors first reported a position in American Financial Group in Q1 2021 and held it in 2 quarters.
  • True Link Financial Advisors's American Financial Group position peaked at $12K in Q2 2021.
  • 401 funds tracked by Wall St. Rank held American Financial Group as of Q3 2021.

Based on True Link Financial Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.