Altium Wealth Management’s Aflac AFL Stock Holding History

Altium 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 Q2	$326K	Sell	5,892 -9,121	-61%	-$538K	0.02%	291
2022 Q1	$967K	Buy	15,013 +1,715	+13%	+$107K	0.06%	169
2021 Q4	$776K	Buy	13,298 +1,493	+13%	+$83.7K	0.05%	184
2021 Q3	$615K	Buy	11,805 +1,481	+14%	+$81K	0.04%	201
2021 Q2	$554K	Buy	10,324 +1,921	+23%	+$105K	0.04%	210
2021 Q1	$430K	Buy	+8,403	New	+$403K	0.03%	248
2020 Q1	–	Sell	-5,670	Closed	-$300K	–	326
2019 Q4	$300K	Sell	5,670 -681	-11%	-$36.1K	0.04%	218
2019 Q3	$332K	Sell	6,351 -854	-12%	-$45.1K	0.04%	204
2019 Q2	$395K	Sell	7,205 -203	-3%	-$10.5K	0.06%	186
2019 Q1	$370K	Sell	7,408 -344	-4%	-$16.6K	0.06%	194
2018 Q4	$353K	Sell	7,752 -331	-4%	-$14.7K	0.07%	183
2018 Q3	$380K	Sell	8,083 -623	-7%	-$28.5K	0.07%	186
2018 Q2	$375K	Buy	+8,706	New	+$391K	0.1%	145

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Altium Wealth Management's AFL Position: Q2 2022 in Review

Altium Wealth Management reduced its Aflac (AFL) stake by 61% in Q2 2022, selling an estimated $538K and leaving 5,892 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #291.

Altium Wealth Management first reported a position in AFL in Q2 2018 and has held it in 13 quarters since. The position peaked at $967K in Q1 2022. 1,173 funds tracked by Wall St. Rank hold AFL as of Q2 2022.

Altium Wealth Management held 5,892 shares of Aflac worth $326K as of Q2 2022.
Altium Wealth Management sold 9,121 Aflac shares in Q2 2022, an estimated $538K.
Aflac made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #291 holding.
Altium Wealth Management first reported a position in Aflac in Q2 2018 and has held it in 13 quarters since.
Altium Wealth Management's Aflac position peaked at $967K in Q1 2022.
1,173 funds tracked by Wall St. Rank held Aflac as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.