Advocacy Wealth Management Services’s Aflac AFL Stock Holding History

Advocacy Wealth Management Services’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 Q2	–	Sell	-20	Closed	-$1K	–	137
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	161
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	158
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	153
2021 Q2	$1K	Buy	+20	New	+$1.09K	﹤0.01%	169
2021 Q1	–	Sell	-1,200	Closed	-$53K	–	139
2020 Q4	$53K	Hold	1,200	–	–	0.01%	56
2020 Q3	$44K	Hold	1,200	–	–	0.01%	58
2020 Q2	$43K	Hold	1,200	–	–	0.01%	53
2020 Q1	$38K	Hold	1,200	–	–	0.01%	47
2019 Q4	$63K	Hold	1,200	–	–	0.02%	48
2019 Q3	$63K	Hold	1,200	–	–	0.04%	41
2019 Q2	$66K	Hold	1,200	–	–	0.05%	37
2019 Q1	$60K	Hold	1,200	–	–	0.07%	33
2018 Q4	$55K	Hold	1,200	–	–	0.04%	32
2018 Q3	$56K	Hold	1,200	–	–	0.03%	35
2018 Q2	$52K	Hold	1,200	–	–	0.03%	37
2018 Q1	$53K	Sell	1,200 -1,000	-45%	-$44.3K	0.04%	37
2017 Q4	$97K	Hold	2,200	–	–	0.07%	28
2017 Q3	$90K	Hold	2,200	–	–	0.04%	45
2017 Q2	$85K	Hold	2,200	–	–	0.03%	53
2017 Q1	$80K	Hold	2,200	–	–	0.03%	55
2016 Q4	$77K	Hold	2,200	–	–	0.02%	55
2016 Q3	$79K	Hold	2,200	–	–	0.03%	85
2016 Q2	$79K	Sell	2,200 -4,800	-69%	-$164K	0.04%	110
2016 Q1	$221K	Sell	7,000 -548	-7%	-$16.3K	0.15%	78
2015 Q4	$226K	Buy	+7,548	New	+$235K	0.26%	80
2013 Q3	$87K	Hold	2,800	–	–	0.24%	75
2013 Q2	$81K	Buy	+2,800	New	+$75.9K	0.32%	67

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Advocacy Wealth Management Services's AFL Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Aflac (AFL) in Q2 2022, closing a stake of 20 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in AFL in Q2 2013 and held it in 27 quarters. The position peaked at $226K in Q4 2015. 1,176 funds tracked by Wall St. Rank hold AFL as of Q2 2022.

Advocacy Wealth Management Services reported no remaining Aflac position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 20 Aflac shares in Q2 2022, an estimated $1K.
Advocacy Wealth Management Services first reported a position in Aflac in Q2 2013 and held it in 27 quarters.
Advocacy Wealth Management Services's Aflac position peaked at $226K in Q4 2015.
1,176 funds tracked by Wall St. Rank held Aflac as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.