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American Financial shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of American Financial (AFG) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in American Financial

Tip: Access up to 7 years of quarterly data

All positions including American Financial held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Financial by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $3.0k 20 150.00
2022-03-31 $3.0k 20 150.00
2021-12-31 $30k 217 138.25
2021-09-30 $27k 217 124.42

More positions owned by Lake Point Wealth Management

Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point Wealth Management

Top funds holding American Financial

Vanguard Group
Victory Capital Management
American Financial Group Inc Retirement & Savings Plan/
LSV Asset Management
Dimensional Fund Advisors
Bank of New York Mellon
Norges Bank Investment Management
Alliancebernstein
Goldman Sachs Group
Fort Washington Investment Advisors
Johnson Investment Counsel
Jarislowsky, Fraser
Charles Schwab Investment Management
Bahl & Gaynor
Btim

View all funds holding American Financial