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WFA of San Diego’s American Financial Group AFG Stock Holding History

WFA of San Diego’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
2020
Q3 		– Sell
-2,360
Closed -$259K – 79
2020
Q2 		$259K Buy
+2,360
New +$152K 0.06% 220

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WFA of San Diego's AFG Position: Q3 2020 in Review

WFA of San Diego sold out of American Financial Group (AFG) in Q3 2020, closing a stake of 2,360 shares — an estimated $259K sold.

WFA of San Diego first reported a position in AFG in Q2 2020 and held it in 1 quarter. The position peaked at $259K in Q2 2020. 348 funds tracked by Wall St. Rank hold AFG as of Q3 2020.

  • WFA of San Diego reported no remaining American Financial Group position as of Q3 2020 after selling out during the quarter.
  • WFA of San Diego sold 2,360 American Financial Group shares in Q3 2020, an estimated $259K.
  • WFA of San Diego first reported a position in American Financial Group in Q2 2020 and held it in 1 quarter.
  • WFA of San Diego's American Financial Group position peaked at $259K in Q2 2020.
  • 348 funds tracked by Wall St. Rank held American Financial Group as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.