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

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return