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U.S. Capital Wealth Advisors’s American Financial Group AFG Stock Holding History

U.S. Capital Wealth 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
2024
Q4 		– Sell
-15,159
Closed -$2.04M – 809
2024
Q3 		$2.04M Sell
15,159
-234
-2% -$30.3K 0.07% 246
2024
Q2 		$1.89M Sell
15,393
-105
-0.7% -$13.5K 0.07% 251
2024
Q1 		$2.12M Sell
15,498
-116
-0.7% -$14.4K 0.08% 220
2023
Q4 		$1.86M Buy
+15,614
New +$1.76M 0.07% 244

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
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

U.S. Capital Wealth Advisors's AFG Position: Q4 2024 in Review

U.S. Capital Wealth Advisors sold out of American Financial Group (AFG) in Q4 2024, closing a stake of 15,159 shares — an estimated $2.04M sold.

U.S. Capital Wealth Advisors first reported a position in AFG in Q4 2023 and held it in 4 quarters. The position peaked at $2.12M in Q1 2024. 452 funds tracked by Wall St. Rank hold AFG as of Q4 2024.

  • U.S. Capital Wealth Advisors reported no remaining American Financial Group position as of Q4 2024 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 15,159 American Financial Group shares in Q4 2024, an estimated $2.04M.
  • U.S. Capital Wealth Advisors first reported a position in American Financial Group in Q4 2023 and held it in 4 quarters.
  • U.S. Capital Wealth Advisors's American Financial Group position peaked at $2.12M in Q1 2024.
  • 452 funds tracked by Wall St. Rank held American Financial Group as of Q4 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.