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Annapolis Financial Services’s Aflac AFL Stock Holding History

Annapolis Financial 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
2024
Q1 		– Sell
-350
Closed -$28.9K – 358
2023
Q4 		$28.9K Hold
350
– – 0.01% 248
2023
Q3 		$26.9K Hold
350
– – 0.01% 239
2023
Q2 		$24.4K Hold
350
– – 0.01% 249
2023
Q1 		$22.6K Hold
350
– – 0.01% 236
2022
Q4 		$25.2K Hold
350
– – 0.01% 227
2022
Q3 		$20K Sell
350
-350
-50% -$20.6K 0.01% 252
2022
Q2 		$39K Hold
700
– – 0.01% 190
2022
Q1 		$45K Hold
700
– – 0.01% 189
2021
Q4 		$41K Hold
700
– – 0.01% 201
2021
Q3 		$36K Hold
700
– – 0.01% 196
2021
Q2 		$38K Hold
700
– – 0.01% 179
2021
Q1 		$36K Hold
700
– – 0.01% 173
2020
Q4 		$31K Buy
+700
New +$28.7K 0.01% 171

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Annapolis Financial Services's AFL Position: Q1 2024 in Review

Annapolis Financial Services sold out of Aflac (AFL) in Q1 2024, closing a stake of 350 shares — an estimated $28.9K sold.

Annapolis Financial Services first reported a position in AFL in Q4 2020 and held it in 13 quarters. The position peaked at $45K in Q1 2022. 1,423 funds tracked by Wall St. Rank hold AFL as of Q1 2024.

  • Annapolis Financial Services reported no remaining Aflac position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 350 Aflac shares in Q1 2024, an estimated $28.9K.
  • Annapolis Financial Services first reported a position in Aflac in Q4 2020 and held it in 13 quarters.
  • Annapolis Financial Services's Aflac position peaked at $45K in Q1 2022.
  • 1,423 funds tracked by Wall St. Rank held Aflac as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.