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Cedar Brook Financial Partners’s Aflac AFL Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-17,254
Closed -$1.48M – 35
2024
Q1 		$1.48M Hold
17,254
– – 0.29% 83
2023
Q4 		$1.43M Sell
17,254
-9
-0.1% -$725 0.32% 80
2023
Q3 		$1.32M Sell
17,263
-1,856
-10% -$138K 0.35% 75
2023
Q2 		$1.33M Buy
19,119
+31
+0.2% +$2.08K 0.32% 79
2023
Q1 		$1.23M Sell
19,088
-193
-1% -$13.2K 0.32% 83
2022
Q4 		$1.39M Sell
19,281
-45
-0.2% -$3.01K 0.39% 65
2022
Q3 		$1.09M Buy
19,326
+2
+0% +$118 0.35% 75
2022
Q2 		$1.07M Sell
19,324
-546
-3% -$32.2K 0.33% 82
2022
Q1 		$1.28M Sell
19,870
-7
-0% -$438 0.33% 74
2021
Q4 		$1.16M Buy
19,877
+1,232
+7% +$69K 0.3% 84
2021
Q3 		$972K Buy
18,645
+6,644
+55% +$363K 0.29% 93
2021
Q2 		$644K Buy
12,001
+838
+8% +$45.7K 0.19% 135
2021
Q1 		$571K Buy
11,163
+466
+4% +$22.4K 0.2% 124
2020
Q4 		$476K Buy
10,697
+115
+1% +$4.71K 0.17% 145
2020
Q3 		$385K Buy
+10,582
New +$385K 0.15% 172

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cedar Brook Financial Partners's AFL Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Aflac (AFL) in Q2 2024, closing a stake of 17,254 shares — an estimated $1.48M sold.

Cedar Brook Financial Partners first reported a position in AFL in Q3 2020 and held it in 15 quarters. The position peaked at $1.48M in Q1 2024. 1,447 funds tracked by Wall St. Rank hold AFL as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Aflac position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 17,254 Aflac shares in Q2 2024, an estimated $1.48M.
  • Cedar Brook Financial Partners first reported a position in Aflac in Q3 2020 and held it in 15 quarters.
  • Cedar Brook Financial Partners's Aflac position peaked at $1.48M in Q1 2024.
  • 1,447 funds tracked by Wall St. Rank held Aflac as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.