Redwood Wealth Management Group’s Aflac AFL Stock Holding History

Redwood Wealth Management Group’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	-252	Closed	-$22.5K	–	183
2024 Q2	$22.5K	Buy	+252	New	+$21.7K	0.02%	430

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Redwood Wealth Management Group's AFL Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Aflac (AFL) in Q3 2024, closing a stake of 252 shares — an estimated $22.5K sold.

Redwood Wealth Management Group first reported a position in AFL in Q2 2024 and held it in 1 quarter. The position peaked at $22.5K in Q2 2024. 1,551 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

Redwood Wealth Management Group reported no remaining Aflac position as of Q3 2024 after selling out during the quarter.
Redwood Wealth Management Group sold 252 Aflac shares in Q3 2024, an estimated $22.5K.
Redwood Wealth Management Group first reported a position in Aflac in Q2 2024 and held it in 1 quarter.
Redwood Wealth Management Group's Aflac position peaked at $22.5K in Q2 2024.
1,551 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.