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Truepoint Inc’s American Financial Group AFG Stock Holding History

Truepoint Inc’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
Q1 		– Sell
-1,843
Closed -$219K – 124
2023
Q4 		$219K Sell
1,843
-262
-12% -$29.5K 0.01% 220
2023
Q3 		$235K Buy
2,105
+372
+21% +$42.9K 0.01% 180
2023
Q2 		$206K Buy
1,733
+2
+0.1% +$236 0.01% 142
2023
Q1 		$210K Hold
1,731
– – 0.01% 136
2022
Q4 		$238K Sell
1,731
-653
-27% -$89.5K 0.01% 139
2022
Q3 		$293K Hold
2,384
– – 0.02% 123
2022
Q2 		$331K Hold
2,384
– – 0.02% 121
2022
Q1 		$347K Sell
2,384
-245
-9% -$33.4K 0.02% 109
2021
Q4 		$361K Buy
2,629
+893
+51% +$123K 0.02% 105
2021
Q3 		$218K Buy
1,736
+5
+0.3% +$653 0.01% 122
2021
Q2 		$216K Buy
+1,731
New +$216K 0.01% 115

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Truepoint Inc's AFG Position: Q1 2024 in Review

Truepoint Inc sold out of American Financial Group (AFG) in Q1 2024, closing a stake of 1,843 shares — an estimated $219K sold.

Truepoint Inc first reported a position in AFG in Q2 2021 and held it in 11 quarters. The position peaked at $361K in Q4 2021. 419 funds tracked by Wall St. Rank hold AFG as of Q1 2024.

  • Truepoint Inc reported no remaining American Financial Group position as of Q1 2024 after selling out during the quarter.
  • Truepoint Inc sold 1,843 American Financial Group shares in Q1 2024, an estimated $219K.
  • Truepoint Inc first reported a position in American Financial Group in Q2 2021 and held it in 11 quarters.
  • Truepoint Inc's American Financial Group position peaked at $361K in Q4 2021.
  • 419 funds tracked by Wall St. Rank held American Financial Group as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.