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Accel Wealth Management’s Aflac AFL Stock Holding History

Accel 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
Q2 		– Sell
-101
Closed -$6.53K – 187
2023
Q1 		$6.53K Hold
101
– – ﹤0.01% 976
2022
Q4 		$7.23K Buy
101
+1
+1% +$67 ﹤0.01% 769
2022
Q3 		$6K Hold
100
– – ﹤0.01% 808
2022
Q2 		$5K Hold
100
– – ﹤0.01% 800
2022
Q1 		$6K Hold
100
– – ﹤0.01% 773
2021
Q4 		$6K Buy
+100
New +$5.6K ﹤0.01% 781

Other funds holding AFL

Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Accel Wealth Management's AFL Position: Q2 2023 in Review

Accel Wealth Management sold out of Aflac (AFL) in Q2 2023, closing a stake of 101 shares — an estimated $6.53K sold.

Accel Wealth Management first reported a position in AFL in Q4 2021 and held it in 6 quarters. The position peaked at $7.23K in Q4 2022. 1,272 funds tracked by Wall St. Rank hold AFL as of Q2 2023.

  • Accel Wealth Management reported no remaining Aflac position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 101 Aflac shares in Q2 2023, an estimated $6.53K.
  • Accel Wealth Management first reported a position in Aflac in Q4 2021 and held it in 6 quarters.
  • Accel Wealth Management's Aflac position peaked at $7.23K in Q4 2022.
  • 1,272 funds tracked by Wall St. Rank held Aflac as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.