Acorn Wealth Advisors’s Aflac AFL Stock Holding History

Acorn Wealth Advisors’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	-6,720	Closed	-$600K	–	228
2024 Q2	$600K	Sell	6,720 -2	-0%	-$172	0.3%	73
2024 Q1	$577K	Buy	6,722 +6	+0.1%	+$492	0.3%	74
2023 Q4	$554K	Sell	6,716 -1	-0%	-$81	0.33%	70
2023 Q3	$516K	Buy	6,717 +3	+0%	+$223	0.34%	67
2023 Q2	$469K	Hold	6,714	–	–	0.32%	79
2023 Q1	$433K	Buy	6,714 +1	+0%	+$68	0.32%	77
2022 Q4	$483K	Buy	6,713 +17	+0.3%	+$1.14K	0.37%	64
2022 Q3	$376K	Buy	6,696 +8	+0.1%	+$471	0.31%	81
2022 Q2	$370K	Hold	6,688	–	–	0.29%	90
2022 Q1	$431K	Hold	6,688	–	–	0.3%	88
2021 Q4	$391K	Hold	6,688	–	–	0.25%	98
2021 Q3	$349K	Hold	6,688	–	–	0.24%	103
2021 Q2	$359K	Hold	6,688	–	–	0.25%	98
2021 Q1	$342K	Hold	6,688	–	–	0.25%	103
2020 Q4	$297K	Hold	6,688	–	–	0.23%	106
2020 Q3	$243K	Hold	6,688	–	–	0.21%	102
2020 Q2	$241K	Hold	6,688	–	–	0.22%	97
2020 Q1	$234K	Sell	6,688 -24	-0.4%	-$1.1K	0.26%	80
2019 Q4	$351K	Hold	6,712	–	–	0.3%	73
2019 Q3	$363K	Buy	+6,712	New	+$354K	0.31%	65
2018 Q2	–	Sell	-24	Closed	-$1K	–	521
2018 Q1	$1K	Hold	24	–	–	﹤0.01%	764
2017 Q4	$1K	Buy	+24	New	+$1.02K	﹤0.01%	734

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Acorn Wealth Advisors's AFL Position: Q3 2024 in Review

Acorn Wealth Advisors sold out of Aflac (AFL) in Q3 2024, closing a stake of 6,720 shares — an estimated $600K sold.

Acorn Wealth Advisors first reported a position in AFL in Q4 2017 and held it in 22 quarters. The position peaked at $600K in Q2 2024. 1,549 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

Acorn Wealth Advisors reported no remaining Aflac position as of Q3 2024 after selling out during the quarter.
Acorn Wealth Advisors sold 6,720 Aflac shares in Q3 2024, an estimated $600K.
Acorn Wealth Advisors first reported a position in Aflac in Q4 2017 and held it in 22 quarters.
Acorn Wealth Advisors's Aflac position peaked at $600K in Q2 2024.
1,549 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on Acorn Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.