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Cassady Schiller Wealth Management’s Aflac AFL Stock Holding History

Cassady Schiller Wealth Management’s Portfolio AFL Stock Details AFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$4.96K Buy
+48
New +$5.23K ﹤0.01% 407
2023
Q1 		– Sell
-92
Closed -$6.62K – 464
2022
Q4 		$6.62K Buy
+92
New +$6.16K ﹤0.01% 348
2022
Q1 		– Sell
-26
Closed -$2K – 121
2021
Q4 		$2K Buy
+26
New +$1.46K ﹤0.01% 387

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cassady Schiller Wealth Management's AFL Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Aflac (AFL) in Q4 2024: 48 shares worth $4.96K. The stake represents ﹤0.01% of the portfolio and ranks #407 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in AFL as recently as Q4 2022.

Cassady Schiller Wealth Management first reported a position in AFL in Q4 2021 and has held it in 3 quarters since. The position peaked at $6.62K in Q4 2022. 1,577 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

  • Cassady Schiller Wealth Management held 48 shares of Aflac worth $4.96K as of Q4 2024.
  • Aflac was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Aflac made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #407 holding.
  • Cassady Schiller Wealth Management first reported a position in Aflac in Q4 2021 and has held it in 3 quarters since.
  • Cassady Schiller Wealth Management's Aflac position peaked at $6.62K in Q4 2022.
  • 1,577 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.