ICA Group Wealth Management’s Aflac AFL Stock Holding History

ICA Group Wealth 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	$22.6K	Sell	253 -2,546	-91%	-$219K	0.01%	342
2024 Q1	$240K	Sell	2,799 -175	-6%	-$14.3K	0.05%	248
2023 Q4	$245K	Buy	2,974 +122	+4%	+$9.83K	0.05%	224
2023 Q3	$219K	Sell	2,852 -32	-1%	-$2.38K	0.06%	211
2023 Q2	$201K	Sell	2,884 -1,047	-27%	-$70.1K	0.05%	229
2023 Q1	$254K	Buy	3,931 +559	+17%	+$38.3K	0.06%	206
2022 Q4	$243K	Sell	3,372 -849	-20%	-$56.8K	0.06%	234
2022 Q3	$237K	Buy	4,221 +760	+22%	+$44.7K	0.05%	309
2022 Q2	$220K	Sell	3,461 -1,003	-22%	-$59.2K	0.04%	346
2022 Q1	$264K	Buy	+4,464	New	+$279K	0.05%	306

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ICA Group Wealth Management's AFL Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Aflac (AFL) stake by 91% in Q2 2024, selling an estimated $219K and leaving 253 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #342.

ICA Group Wealth Management first reported a position in AFL in Q1 2022 and has held it in 10 quarters since. The position peaked at $264K in Q1 2022. 1,444 funds tracked by Wall St. Rank hold AFL as of Q2 2024.

ICA Group Wealth Management held 253 shares of Aflac worth $22.6K as of Q2 2024.
ICA Group Wealth Management sold 2,546 Aflac shares in Q2 2024, an estimated $219K.
Aflac made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #342 holding.
ICA Group Wealth Management first reported a position in Aflac in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's Aflac position peaked at $264K in Q1 2022.
1,444 funds tracked by Wall St. Rank held Aflac as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.