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Halpern Financial’s Aflac AFL Stock Holding History

Halpern Financial’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 		$6.97K Hold
61
– – ﹤0.01% 174
2024
Q2 		$5.45K Buy
+61
New +$5.24K ﹤0.01% 177
2022
Q1 		– Sell
-200
Closed -$11.7K – 225
2021
Q4 		$11.7K Hold
200
– – 0.01% 177
2021
Q3 		$10.4K Hold
200
– – ﹤0.01% 178
2021
Q2 		$10.7K Hold
200
– – 0.01% 144
2021
Q1 		$10.2K Hold
200
– – 0.01% 141
2020
Q4 		$8.89K Hold
200
– – ﹤0.01% 131
2020
Q3 		$7.27K Hold
200
– – ﹤0.01% 130
2020
Q2 		$7.21K Hold
200
– – ﹤0.01% 118
2020
Q1 		$6.85K Hold
200
– – 0.01% 106
2019
Q4 		$10.6K Buy
+200
New +$10.6K 0.01% 119

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

Halpern Financial's AFL Position: Q3 2024 in Review

Halpern Financial held its Aflac (AFL) position steady in Q3 2024 at 61 shares worth $6.97K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

Halpern Financial first reported a position in AFL in Q4 2019 and has held it in 11 quarters since. The position peaked at $11.7K in Q4 2021. 1,550 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

  • Halpern Financial held 61 shares of Aflac worth $6.97K as of Q3 2024.
  • Halpern Financial left its Aflac share count unchanged in Q3 2024.
  • Aflac made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #174 holding.
  • Halpern Financial first reported a position in Aflac in Q4 2019 and has held it in 11 quarters since.
  • Halpern Financial's Aflac position peaked at $11.7K in Q4 2021.
  • 1,550 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.