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SYSTM Wealth Solutions’s Aflac AFL Stock Holding History

SYSTM Wealth Solutions’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 		$112K Sell
1,006
-52,359
-98% -$5.32M 3.41% 14
2024
Q2 		$4.77M Buy
53,365
+10,156
+24% +$873K 1.06% 27
2024
Q1 		$3.71M Buy
43,209
+14,699
+52% +$1.21M 0.47% 56
2023
Q4 		$2.35M Sell
28,510
-26,043
-48% -$2.1M 0.33% 85
2023
Q3 		$4.19M Buy
54,553
+1,699
+3% +$126K 0.64% 36
2023
Q2 		$3.69M Sell
52,854
-6,085
-10% -$407K 0.5% 49
2023
Q1 		$3.8M Buy
58,939
+196
+0.3% +$13.4K 0.59% 38
2022
Q4 		$4.23M Buy
+58,743
New +$3.93M 0.53% 45

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

SYSTM Wealth Solutions's AFL Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Aflac (AFL) stake by 98% in Q3 2024, selling an estimated $5.32M and leaving 1,006 shares worth $112K. The position accounts for 3.41% of the portfolio, ranked #14.

SYSTM Wealth Solutions first reported a position in AFL in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.77M in Q2 2024. 1,549 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

  • SYSTM Wealth Solutions held 1,006 shares of Aflac worth $112K as of Q3 2024.
  • SYSTM Wealth Solutions sold 52,359 Aflac shares in Q3 2024, an estimated $5.32M.
  • Aflac made up 3.41% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #14 holding.
  • SYSTM Wealth Solutions first reported a position in Aflac in Q4 2022 and has held it in 8 quarters since.
  • SYSTM Wealth Solutions's Aflac position peaked at $4.77M in Q2 2024.
  • 1,549 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.