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Cedar Wealth Management’s Aflac AFL Stock Holding History

Cedar 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 		– Sell
-386
Closed -$43.2K – 193
2024
Q3 		$43.2K Hold
386
– – 0.01% 157
2024
Q2 		$34.5K Sell
386
-200
-34% -$17.2K 0.01% 175
2024
Q1 		$50.3K Buy
+586
New +$48K 0.02% 168

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 $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cedar Wealth Management's AFL Position: Q4 2024 in Review

Cedar Wealth Management sold out of Aflac (AFL) in Q4 2024, closing a stake of 386 shares — an estimated $43.2K sold.

Cedar Wealth Management first reported a position in AFL in Q1 2024 and held it in 3 quarters. The position peaked at $50.3K in Q1 2024. 1,578 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

  • Cedar Wealth Management reported no remaining Aflac position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 386 Aflac shares in Q4 2024, an estimated $43.2K.
  • Cedar Wealth Management first reported a position in Aflac in Q1 2024 and held it in 3 quarters.
  • Cedar Wealth Management's Aflac position peaked at $50.3K in Q1 2024.
  • 1,578 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.