Catalyst Wealth Management’s Aflac AFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.47M Buy
22,793
+734
+3% +$50.2K 1.38% 21
2022
Q4
$1.59M Buy
+22,059
New +$1.48M 1.5% 18

Other funds holding AFL

Catalyst Wealth Management's AFL Position: Q1 2023 in Review

Catalyst Wealth Management increased its Aflac (AFL) stake by 3.3% in Q1 2023, buying an estimated $50.2K and bringing the position to 22,793 shares worth $1.47M. The position accounts for 1.38% of the portfolio, ranked #21.

Catalyst Wealth Management first reported a position in AFL in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.59M in Q4 2022. 1,258 funds tracked by Wall St. Rank hold AFL as of Q1 2023.

  • Catalyst Wealth Management held 22,793 shares of Aflac worth $1.47M as of Q1 2023.
  • Catalyst Wealth Management bought 734 Aflac shares in Q1 2023, an estimated $50.2K.
  • Aflac made up 1.38% of Catalyst Wealth Management's portfolio in Q1 2023, its #21 holding.
  • Catalyst Wealth Management first reported a position in Aflac in Q4 2022 and has held it in 2 quarters since.
  • Catalyst Wealth Management's Aflac position peaked at $1.59M in Q4 2022.
  • 1,258 funds tracked by Wall St. Rank held Aflac as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.