Accurate Wealth Management’s Aflac AFL Stock Holding History

Accurate 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 Q1	–	Sell	-289	Closed	-$20.8K	–	271
2022 Q4	$20.8K	Buy	+289	New	+$19.3K	0.01%	676

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Accurate Wealth Management's AFL Position: Q1 2023 in Review

Accurate Wealth Management sold out of Aflac (AFL) in Q1 2023, closing a stake of 289 shares — an estimated $20.8K sold.

Accurate Wealth Management first reported a position in AFL in Q4 2022 and held it in 1 quarter. The position peaked at $20.8K in Q4 2022. 1,258 funds tracked by Wall St. Rank hold AFL as of Q1 2023.

Accurate Wealth Management reported no remaining Aflac position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 289 Aflac shares in Q1 2023, an estimated $20.8K.
Accurate Wealth Management first reported a position in Aflac in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Aflac position peaked at $20.8K in Q4 2022.
1,258 funds tracked by Wall St. Rank held Aflac as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.