Financial Synergies Wealth Advisors
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Financial Synergies Wealth Advisors’s Aflac AFL Stock Holding History

Financial Synergies Wealth Advisors’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
-7
Closed -$602 – 81
2024
Q1 		$602 Hold
7
– – ﹤0.01% 447
2023
Q4 		$504 Hold
7
– – ﹤0.01% 374
2023
Q3 		$538 Hold
7
– – ﹤0.01% 436
2023
Q2 		$489 Hold
7
– – ﹤0.01% 436
2023
Q1 		$452 Hold
7
– – ﹤0.01% 427
2022
Q4 		$504 Hold
7
– – ﹤0.01% 374
2022
Q3 		$394 Hold
7
– – ﹤0.01% 381
2022
Q2 		$388 Buy
+7
New +$413 ﹤0.01% 393

Other funds holding AFL

Japan Post Holdings
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

Financial Synergies Wealth Advisors's AFL Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Aflac (AFL) in Q2 2024, closing a stake of 7 shares — an estimated $602 sold.

Financial Synergies Wealth Advisors first reported a position in AFL in Q2 2022 and held it in 8 quarters. The position peaked at $602 in Q1 2024. 1,447 funds tracked by Wall St. Rank hold AFL as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Aflac position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 7 Aflac shares in Q2 2024, an estimated $602.
  • Financial Synergies Wealth Advisors first reported a position in Aflac in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Aflac position peaked at $602 in Q1 2024.
  • 1,447 funds tracked by Wall St. Rank held Aflac as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.