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Norwood Financial’s Aflac AFL Stock Holding History

Norwood 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
Q1 		$42.9K Sell
500
-100
-17% -$8.2K 0.06% 162
2023
Q4 		$49.5K Hold
600
– – 0.08% 151
2023
Q3 		$46K Hold
600
– – 0.07% 150
2023
Q2 		$41.9K Hold
600
– – 0.06% 156
2023
Q1 		$38.7K Hold
600
– – 0.06% 152
2022
Q4 		$43.2K Hold
600
– – 0.07% 145
2022
Q3 		$34K Hold
600
– – 0.06% 147
2022
Q2 		$33K Hold
600
– – 0.06% 152
2022
Q1 		$39K Hold
600
– – 0.06% 155
2021
Q4 		$35K Buy
+600
New +$33.6K 0.05% 162

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

Norwood Financial's AFL Position: Q1 2024 in Review

Norwood Financial reduced its Aflac (AFL) stake by 17% in Q1 2024, selling an estimated $8.2K and leaving 500 shares worth $42.9K. The position accounts for 0.06% of the portfolio, ranked #162.

Norwood Financial first reported a position in AFL in Q4 2021 and has held it in 10 quarters since. The position peaked at $49.5K in Q4 2023. 1,421 funds tracked by Wall St. Rank hold AFL as of Q1 2024.

  • Norwood Financial held 500 shares of Aflac worth $42.9K as of Q1 2024.
  • Norwood Financial sold 100 Aflac shares in Q1 2024, an estimated $8.2K.
  • Aflac made up 0.06% of Norwood Financial's portfolio in Q1 2024, its #162 holding.
  • Norwood Financial first reported a position in Aflac in Q4 2021 and has held it in 10 quarters since.
  • Norwood Financial's Aflac position peaked at $49.5K in Q4 2023.
  • 1,421 funds tracked by Wall St. Rank held Aflac as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.