AllSquare Wealth Management’s Aflac AFL Stock Holding History

AllSquare 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
2020 Q4	–	Sell	-138	Closed	-$5K	–	453
2020 Q3	$5K	Hold	138	–	–	﹤0.01%	380
2020 Q2	$5K	Hold	138	–	–	﹤0.01%	382
2020 Q1	$5K	Hold	138	–	–	﹤0.01%	359
2019 Q4	$7K	Sell	138 -296	-68%	-$15.7K	﹤0.01%	350
2019 Q3	$23K	Hold	434	–	–	0.02%	245
2019 Q2	$24K	Hold	434	–	–	0.02%	248
2019 Q1	$22K	Hold	434	–	–	0.02%	250
2018 Q4	$20K	Hold	434	–	–	0.02%	247
2018 Q3	$20K	Hold	434	–	–	0.01%	272
2018 Q2	$19K	Buy	+434	New	+$19.5K	0.01%	276
2016 Q2	–	Sell	-1,510	Closed	-$48K	–	299
2016 Q1	$48K	Hold	1,510	–	–	0.05%	119
2015 Q4	$45K	Sell	1,510 -384	-20%	-$12K	0.05%	121
2015 Q3	$55K	Hold	1,894	–	–	0.06%	108
2015 Q2	$59K	Hold	1,894	–	–	0.06%	111
2015 Q1	$61K	Hold	1,894	–	–	0.06%	114
2014 Q4	$58K	Buy	+1,894	New	+$55.9K	0.06%	111

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 $3.38T AUM 44.17% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AllSquare Wealth Management's AFL Position: Q4 2020 in Review

AllSquare Wealth Management sold out of Aflac (AFL) in Q4 2020, closing a stake of 138 shares — an estimated $5K sold.

AllSquare Wealth Management first reported a position in AFL in Q4 2014 and held it in 16 quarters. The position peaked at $61K in Q1 2015. 1,044 funds tracked by Wall St. Rank hold AFL as of Q4 2020.

AllSquare Wealth Management reported no remaining Aflac position as of Q4 2020 after selling out during the quarter.
AllSquare Wealth Management sold 138 Aflac shares in Q4 2020, an estimated $5K.
AllSquare Wealth Management first reported a position in Aflac in Q4 2014 and held it in 16 quarters.
AllSquare Wealth Management's Aflac position peaked at $61K in Q1 2015.
1,044 funds tracked by Wall St. Rank held Aflac as of Q4 2020.

Based on AllSquare Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.