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Wealthspire Advisors (Maryland)’s American Financial Group AFG Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-418
Closed -$40K – 492
2019
Q1 		$40K Buy
418
+2
+0.5% +$192 ﹤0.01% 969
2018
Q4 		$38K Sell
416
-24
-5% -$2.41K ﹤0.01% 966
2018
Q3 		$49K Sell
440
-58
-12% -$6.45K ﹤0.01% 981
2018
Q2 		$53K Buy
498
+62
+14% +$6.87K ﹤0.01% 952
2018
Q1 		$49K Sell
436
-23
-5% -$2.57K ﹤0.01% 988
2017
Q4 		$50K Sell
459
-51
-10% -$5.35K ﹤0.01% 1007
2017
Q3 		$53K Sell
510
-31
-6% -$3.15K 0.01% 953
2017
Q2 		$54K Sell
541
-2
-0.4% -$196 0.01% 921
2017
Q1 		$52K Buy
543
+58
+12% +$5.32K 0.01% 784
2016
Q4 		$43K Buy
485
+96
+25% +$7.7K 0.01% 811
2016
Q3 		$29K Hold
389
– – ﹤0.01% 943
2016
Q2 		$29K Hold
389
– – ﹤0.01% 875
2016
Q1 		$27K Hold
389
– – ﹤0.01% 863
2015
Q4 		$28K Buy
+389
New +$28K 0.01% 862

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AFG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of American Financial Group (AFG) in Q2 2019, closing a stake of 418 shares — an estimated $40K sold.

Wealthspire Advisors (Maryland) first reported a position in AFG in Q4 2015 and held it in 14 quarters. The position peaked at $54K in Q2 2017. 389 funds tracked by Wall St. Rank hold AFG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining American Financial Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 418 American Financial Group shares in Q2 2019, an estimated $40K.
  • Wealthspire Advisors (Maryland) first reported a position in American Financial Group in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s American Financial Group position peaked at $54K in Q2 2017.
  • 389 funds tracked by Wall St. Rank held American Financial Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.