1900 Wealth Management’s Aflac AFL Stock Holding History

1900 Wealth Management’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
2023 Q4	–	Sell	-3,225	Closed	-$248K	–	295
2023 Q3	$248K	Buy	+3,225	New	+$239K	0.02%	264

Other funds holding AFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

1900 Wealth Management's AFL Position: Q4 2023 in Review

1900 Wealth Management sold out of Aflac (AFL) in Q4 2023, closing a stake of 3,225 shares — an estimated $248K sold.

1900 Wealth Management first reported a position in AFL in Q3 2023 and held it in 1 quarter. The position peaked at $248K in Q3 2023. 1,415 funds tracked by Wall St. Rank hold AFL as of Q4 2023.

1900 Wealth Management reported no remaining Aflac position as of Q4 2023 after selling out during the quarter.
1900 Wealth Management sold 3,225 Aflac shares in Q4 2023, an estimated $248K.
1900 Wealth Management first reported a position in Aflac in Q3 2023 and held it in 1 quarter.
1900 Wealth Management's Aflac position peaked at $248K in Q3 2023.
1,415 funds tracked by Wall St. Rank held Aflac as of Q4 2023.

Based on 1900 Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.