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Aevitas Wealth Management’s Aflac AFL Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-1,368
Closed -$68K – 110
2019
Q1 		$68K Buy
1,368
+7
+0.5% +$337 0.06% 162
2018
Q4 		$62K Buy
1,361
+8
+0.6% +$356 0.06% 159
2018
Q3 		$64K Buy
1,353
+7
+0.5% +$320 0.06% 177
2018
Q2 		$58K Buy
1,346
+8
+0.6% +$359 0.06% 179
2018
Q1 		$59K Sell
1,338
-592
-31% -$26.2K 0.06% 174
2017
Q4 		$85K Buy
+1,930
New +$82.4K 0.08% 146

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aevitas Wealth Management's AFL Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Aflac (AFL) in Q2 2019, closing a stake of 1,368 shares — an estimated $68K sold.

Aevitas Wealth Management first reported a position in AFL in Q4 2017 and held it in 6 quarters. The position peaked at $85K in Q4 2017. 1,035 funds tracked by Wall St. Rank hold AFL as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Aflac position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 1,368 Aflac shares in Q2 2019, an estimated $68K.
  • Aevitas Wealth Management first reported a position in Aflac in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Aflac position peaked at $85K in Q4 2017.
  • 1,035 funds tracked by Wall St. Rank held Aflac as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.