Amplius Wealth Advisors’s Aflac AFL Stock Holding History

Amplius Wealth Advisors’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	–	Sell	-234	Closed	-$13K	–	191
2021 Q4	$13K	Buy	+234	New	+$13.1K	﹤0.01%	545

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Amplius Wealth Advisors's AFL Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Aflac (AFL) in Q1 2022, closing a stake of 234 shares — an estimated $13K sold.

Amplius Wealth Advisors first reported a position in AFL in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold AFL as of Q1 2022.

Amplius Wealth Advisors reported no remaining Aflac position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 234 Aflac shares in Q1 2022, an estimated $13K.
Amplius Wealth Advisors first reported a position in Aflac in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Aflac position peaked at $13K in Q4 2021.
1,205 funds tracked by Wall St. Rank held Aflac as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.