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Fernwood Investment Management’s Aflac AFL Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-351
Closed -$30.1K – 208
2024
Q1 		$30.1K Buy
+351
New +$28.8K 0.01% 398

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
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

Fernwood Investment Management's AFL Position: Q2 2024 in Review

Fernwood Investment Management sold out of Aflac (AFL) in Q2 2024, closing a stake of 351 shares — an estimated $30.1K sold.

Fernwood Investment Management first reported a position in AFL in Q1 2024 and held it in 1 quarter. The position peaked at $30.1K in Q1 2024. 1,445 funds tracked by Wall St. Rank hold AFL as of Q2 2024.

  • Fernwood Investment Management reported no remaining Aflac position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 351 Aflac shares in Q2 2024, an estimated $30.1K.
  • Fernwood Investment Management first reported a position in Aflac in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Aflac position peaked at $30.1K in Q1 2024.
  • 1,445 funds tracked by Wall St. Rank held Aflac as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.