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Argonautica Private Wealth Management’s Aflac AFL Stock Holding History

Argonautica Private 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
2024
Q3 		– Sell
-5,229
Closed -$467K – 197
2024
Q2 		$467K Hold
5,229
– – 0.16% 118
2024
Q1 		$449K Hold
5,229
– – 0.16% 119
2023
Q4 		$431K Hold
5,229
– – 0.18% 108
2023
Q3 		$401K Buy
5,229
+13
+0.2% +$965 0.18% 106
2023
Q2 		$364K Sell
5,216
-109
-2% -$7.29K 0.16% 115
2023
Q1 		$344K Buy
5,325
+481
+10% +$32.9K 0.17% 104
2022
Q4 		$348K Buy
+4,844
New +$324K 0.18% 103

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BlackRock
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State Street
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return