Adams Chetwood Wealth Management’s Aflac AFL Stock Holding History

Adams Chetwood 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
2022 Q1	$725K	Buy	11,261 +54	+0.5%	+$3.38K	0.41%	43
2021 Q4	$654K	Buy	11,207 +6	+0.1%	+$336	0.44%	47
2021 Q3	$584K	Sell	11,201 -309	-3%	-$16.9K	0.42%	49
2021 Q2	$618K	Buy	11,510 +201	+2%	+$11K	0.44%	46
2021 Q1	$579K	Buy	11,309 +457	+4%	+$21.9K	0.44%	48
2020 Q4	$483K	Buy	10,852 +507	+5%	+$20.8K	0.4%	46
2020 Q3	$376K	Buy	10,345 +7	+0.1%	+$255	0.36%	54
2020 Q2	$372K	Buy	10,338 +8	+0.1%	+$289	0.38%	53
2020 Q1	$375K	Sell	10,330 -152	-1%	-$6.95K	0.44%	48
2019 Q4	$554K	Buy	+10,482	New	+$556K	0.57%	35

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Adams Chetwood Wealth Management's AFL Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its Aflac (AFL) stake by 0.48% in Q1 2022, buying an estimated $3.38K and bringing the position to 11,261 shares worth $725K. The position accounts for 0.41% of the portfolio, ranked #43.

Adams Chetwood Wealth Management first reported a position in AFL in Q4 2019 and has held it in 10 quarters since. 1,205 funds tracked by Wall St. Rank hold AFL as of Q1 2022.

Adams Chetwood Wealth Management held 11,261 shares of Aflac worth $725K as of Q1 2022.
Adams Chetwood Wealth Management bought 54 Aflac shares in Q1 2022, an estimated $3.38K.
Aflac made up 0.41% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #43 holding.
Adams Chetwood Wealth Management first reported a position in Aflac in Q4 2019 and has held it in 10 quarters since.
1,205 funds tracked by Wall St. Rank held Aflac as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.