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Williams Jones Wealth Management’s American Financial Group AFG Stock Holding History

Williams Jones Wealth Management’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
Q2 		– Sell
-1,658
Closed -$226K – 521
2024
Q1 		$226K Buy
+1,658
New +$206K ﹤0.01% 477

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Williams Jones Wealth Management's AFG Position: Q2 2024 in Review

Williams Jones Wealth Management sold out of American Financial Group (AFG) in Q2 2024, closing a stake of 1,658 shares — an estimated $226K sold.

Williams Jones Wealth Management first reported a position in AFG in Q1 2024 and held it in 1 quarter. The position peaked at $226K in Q1 2024. 425 funds tracked by Wall St. Rank hold AFG as of Q2 2024.

  • Williams Jones Wealth Management reported no remaining American Financial Group position as of Q2 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 1,658 American Financial Group shares in Q2 2024, an estimated $226K.
  • Williams Jones Wealth Management first reported a position in American Financial Group in Q1 2024 and held it in 1 quarter.
  • Williams Jones Wealth Management's American Financial Group position peaked at $226K in Q1 2024.
  • 425 funds tracked by Wall St. Rank held American Financial Group as of Q2 2024.

Based on Williams Jones Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.