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Greystone Financial Group’s Aflac AFL Stock Holding History

Greystone Financial Group’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
Q1 		– Sell
-83,307
Closed -$6.87M – 105
2023
Q4 		$6.87M Sell
83,307
-1,796
-2% -$145K 1.59% 25
2023
Q3 		$6.53M Sell
85,103
-24,387
-22% -$1.81M 1.63% 26
2023
Q2 		$7.64M Buy
109,490
+1,387
+1% +$92.8K 1.77% 21
2023
Q1 		$6.97M Buy
108,103
+2,084
+2% +$143K 1.76% 32
2022
Q4 		$7.63M Sell
106,019
-19,430
-15% -$1.3M 2.24% 26
2022
Q3 		$7.05M Sell
125,449
-8,227
-6% -$484K 2.39% 21
2022
Q2 		$7.4M Buy
133,676
+3,140
+2% +$185K 2.31% 25
2022
Q1 		$8.4M Buy
130,536
+371
+0.3% +$23.2K 2.12% 20
2021
Q4 		$7.6M Buy
130,165
+26,129
+25% +$1.46M 1.82% 29
2021
Q3 		$5.42M Sell
104,036
-27,336
-21% -$1.49M 1.61% 32
2021
Q2 		$7.05M Buy
131,372
+465
+0.4% +$25.4K 1.75% 24
2021
Q1 		$7.23M Buy
+130,907
New +$6.28M 1.82% 20

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Greystone Financial Group's AFL Position: Q1 2024 in Review

Greystone Financial Group sold out of Aflac (AFL) in Q1 2024, closing a stake of 83,307 shares — an estimated $6.87M sold.

Greystone Financial Group first reported a position in AFL in Q1 2021 and held it in 12 quarters. The position peaked at $8.4M in Q1 2022. 1,421 funds tracked by Wall St. Rank hold AFL as of Q1 2024.

  • Greystone Financial Group reported no remaining Aflac position as of Q1 2024 after selling out during the quarter.
  • Greystone Financial Group sold 83,307 Aflac shares in Q1 2024, an estimated $6.87M.
  • Greystone Financial Group first reported a position in Aflac in Q1 2021 and held it in 12 quarters.
  • Greystone Financial Group's Aflac position peaked at $8.4M in Q1 2022.
  • 1,421 funds tracked by Wall St. Rank held Aflac as of Q1 2024.

Based on Greystone Financial Group's 13F filing for Q1 2024, filed 22 Apr 2024.