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Planning Capital Management Corporation’s Aflac AFL Stock Holding History

Planning Capital Management Corporation’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 		$45K Sell
403
-90
-18% -$9.15K 0.03% 194
2024
Q2 		$44K Buy
493
+2
+0.4% +$172 0.03% 203
2024
Q1 		$42.1K Buy
491
+210
+75% +$17.2K 0.03% 202
2023
Q4 		$23.2K Buy
+281
New +$22.6K 0.02% 269

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

Planning Capital Management Corporation's AFL Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Aflac (AFL) stake by 18% in Q3 2024, selling an estimated $9.15K and leaving 403 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #194.

Planning Capital Management Corporation first reported a position in AFL in Q4 2023 and has held it in 4 quarters since. 1,550 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

  • Planning Capital Management Corporation held 403 shares of Aflac worth $45K as of Q3 2024.
  • Planning Capital Management Corporation sold 90 Aflac shares in Q3 2024, an estimated $9.15K.
  • Aflac made up 0.03% of Planning Capital Management Corporation's portfolio in Q3 2024, its #194 holding.
  • Planning Capital Management Corporation first reported a position in Aflac in Q4 2023 and has held it in 4 quarters since.
  • 1,550 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.