WQ
AFG icon

Wealth Quarterback’s American Financial Group AFG Stock Holding History

Wealth Quarterback’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
-4,633
Closed -$551K – 120
2023
Q4 		$551K Buy
4,633
+31
+0.7% +$3.49K 0.34% 68
2023
Q3 		$514K Sell
4,602
-630
-12% -$72.7K 0.44% 61
2023
Q2 		$621K Buy
+5,232
New +$617K 0.43% 43
2020
Q2 		– Sell
-16
Closed -$1.11K – 125
2020
Q1 		$1.11K Hold
16
– – ﹤0.01% 816
2019
Q4 		$1.73K Buy
+16
New +$1.71K ﹤0.01% 777

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

Wealth Quarterback's AFG Position: Q1 2024 in Review

Wealth Quarterback sold out of American Financial Group (AFG) in Q1 2024, closing a stake of 4,633 shares — an estimated $551K sold.

Wealth Quarterback first reported a position in AFG in Q4 2019 and held it in 5 quarters. The position peaked at $621K in Q2 2023. 419 funds tracked by Wall St. Rank hold AFG as of Q1 2024.

  • Wealth Quarterback reported no remaining American Financial Group position as of Q1 2024 after selling out during the quarter.
  • Wealth Quarterback sold 4,633 American Financial Group shares in Q1 2024, an estimated $551K.
  • Wealth Quarterback first reported a position in American Financial Group in Q4 2019 and held it in 5 quarters.
  • Wealth Quarterback's American Financial Group position peaked at $621K in Q2 2023.
  • 419 funds tracked by Wall St. Rank held American Financial Group as of Q1 2024.

Based on Wealth Quarterback's 13F filing for Q1 2024, filed 9 May 2024.