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Brian Kenney

@Afg Fiduciary Services Limited Partnership

Latest period2024 - Q4ReportedManaged Assets$141.678MTotal holdings73
Assets growth rate-4.59%Assets growth rate (2-Q avg)-0.5%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Afg Fiduciary Services Limited Partnership's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Afg Fiduciary Services Limited Partnership over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 141.678M in assets, with a quarterly growth rate of -4.59% and a 2-quarter average growth rate of -0.5%. The portfolio is managed by Brian Kenney, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GOOGAlphabet Inc
Recent Activity
New Position
0.16%
$220,027
1,117 shares@ $196.99 avg price
SPXSDirexion Shs Etf Tr
Recent Activity
New Position
0.13%
$177,981
29,321 shares@ $6.08 avg price