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Legend Financial Advisors’s Aflac AFL Stock Holding History

Legend Financial 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 		– Sell
-227
Closed -$20.3K – 165
2024
Q2 		$20.3K Hold
227
– – 0.01% 98
2024
Q1 		$19.5K Hold
227
– – 0.01% 93
2023
Q4 		$18.7K Hold
227
– – 0.02% 91
2023
Q3 		$17.4K Hold
227
– – 0.01% 100
2023
Q2 		$15.8K Hold
227
– – 0.01% 113
2023
Q1 		$14.6K Hold
227
– – 0.01% 123
2022
Q4 		$16.3K Hold
227
– – 0.01% 125
2022
Q3 		$12.8K Buy
+227
New +$13.4K 0.01% 130

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Legend Financial Advisors's AFL Position: Q3 2024 in Review

Legend Financial Advisors sold out of Aflac (AFL) in Q3 2024, closing a stake of 227 shares — an estimated $20.3K sold.

Legend Financial Advisors first reported a position in AFL in Q3 2022 and held it in 8 quarters. The position peaked at $20.3K in Q2 2024. 1,550 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

  • Legend Financial Advisors reported no remaining Aflac position as of Q3 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 227 Aflac shares in Q3 2024, an estimated $20.3K.
  • Legend Financial Advisors first reported a position in Aflac in Q3 2022 and held it in 8 quarters.
  • Legend Financial Advisors's Aflac position peaked at $20.3K in Q2 2024.
  • 1,550 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on Legend Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.