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FinTrust Capital Advisors’s Aflac AFL Stock Holding History

FinTrust Capital 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
Q3 		$6.88M Sell
61,520
-18
-0% -$1.83K 1.16% 15
2024
Q2 		$5.5M Buy
61,538
+395
+0.6% +$34K 1% 22
2024
Q1 		$5.25M Buy
61,143
+2,066
+3% +$169K 1.01% 21
2023
Q4 		$4.87M Buy
59,077
+57,109
+2,902% +$4.6M 0.97% 22
2023
Q3 		$151K Sell
1,968
-19
-1% -$1.41K 0.03% 291
2023
Q2 		$143K Hold
1,987
– – 0.03% 302
2023
Q1 		$143K Hold
1,987
– – 0.03% 300
2022
Q4 		$143K Buy
1,987
+91
+5% +$6.09K 0.03% 300
2022
Q3 		$114K Sell
1,896
-1,558
-45% -$91.7K 0.03% 346
2022
Q2 		$191K Buy
3,454
+1,733
+101% +$102K 0.05% 272
2022
Q1 		$111K Hold
1,721
– – 0.03% 407
2021
Q4 		$100K Hold
1,721
– – 0.02% 422
2021
Q3 		$90K Hold
1,721
– – 0.02% 443
2021
Q2 		$92K Hold
1,721
– – 0.02% 446
2021
Q1 		$88K Buy
1,721
+119
+7% +$5.71K 0.03% 444
2020
Q4 		$71K Hold
1,602
– – 0.02% 439
2020
Q3 		$58 Hold
1,602
– – 0.01% 454
2020
Q2 		$58K Sell
1,602
-2,469
-61% -$89.2K 0.02% 447
2020
Q1 		$139K Sell
4,071
-231
-5% -$10.6K 0.07% 244
2019
Q4 		$228K Sell
4,302
-215
-5% -$11.4K 0.09% 194
2019
Q3 		$236K Buy
4,517
+550
+14% +$29K 0.08% 188
2019
Q2 		$218K Buy
3,967
+2,042
+106% +$105K 0.09% 181
2019
Q1 		$96K Sell
1,925
-576
-23% -$27.8K 0.04% 282
2018
Q4 		$114K Buy
+2,501
New +$111K 0.06% 247

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

FinTrust Capital Advisors's AFL Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Aflac (AFL) stake by 0.03% in Q3 2024, selling an estimated $1.83K and leaving 61,520 shares worth $6.88M. The position accounts for 1.16% of the portfolio, ranked #15.

FinTrust Capital Advisors first reported a position in AFL in Q4 2018 and has held it in 24 quarters since. 1,549 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

  • FinTrust Capital Advisors held 61,520 shares of Aflac worth $6.88M as of Q3 2024.
  • FinTrust Capital Advisors sold 18 Aflac shares in Q3 2024, an estimated $1.83K.
  • Aflac made up 1.16% of FinTrust Capital Advisors's portfolio in Q3 2024, its #15 holding.
  • FinTrust Capital Advisors first reported a position in Aflac in Q4 2018 and has held it in 24 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.