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WealthSource Partners’s American Financial Group AFG Stock Holding History

WealthSource Partners’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
2019
Q4 		– Sell
-4,050
Closed -$437K – 414
2019
Q3 		$437K Buy
4,050
+10
+0.2% +$1.03K 0.07% 260
2019
Q2 		$414K Buy
+4,040
New +$406K 0.07% 275

Other funds holding AFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthSource Partners's AFG Position: Q4 2019 in Review

WealthSource Partners sold out of American Financial Group (AFG) in Q4 2019, closing a stake of 4,050 shares — an estimated $437K sold.

WealthSource Partners first reported a position in AFG in Q2 2019 and held it in 2 quarters. The position peaked at $437K in Q3 2019. 404 funds tracked by Wall St. Rank hold AFG as of Q4 2019.

  • WealthSource Partners reported no remaining American Financial Group position as of Q4 2019 after selling out during the quarter.
  • WealthSource Partners sold 4,050 American Financial Group shares in Q4 2019, an estimated $437K.
  • WealthSource Partners first reported a position in American Financial Group in Q2 2019 and held it in 2 quarters.
  • WealthSource Partners's American Financial Group position peaked at $437K in Q3 2019.
  • 404 funds tracked by Wall St. Rank held American Financial Group as of Q4 2019.

Based on WealthSource Partners's 13F filing for Q4 2019, filed 12 Feb 2020.