AWA
AFL icon

ARS Wealth Advisors’s Aflac AFL Stock Holding History

ARS 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
2021
Q2 		$543K Buy
10,112
+3
+0% +$164 0.1% 79
2021
Q1 		$517K Sell
10,109
-1,636
-14% -$78.5K 0.11% 69
2020
Q4 		$522K Buy
11,745
+4
+0% +$164 0.11% 71
2020
Q3 		$427K Buy
11,741
+5
+0% +$182 0.12% 67
2020
Q2 		$423K Buy
11,736
+4
+0% +$145 0.13% 63
2020
Q1 		$402K Buy
11,732
+4
+0% +$183 0.17% 59
2019
Q4 		$620K Buy
11,728
+3
+0% +$159 0.18% 55
2019
Q3 		$613K Buy
11,725
+3
+0% +$158 0.19% 52
2019
Q2 		$642K Buy
11,722
+3
+0% +$155 0.2% 52
2019
Q1 		$586K Buy
11,719
+1,643
+16% +$79.2K 0.19% 61
2018
Q4 		$459K Sell
10,076
-497
-5% -$22.1K 0.17% 69
2018
Q3 		$498K Buy
10,573
+4
+0% +$183 0.17% 70
2018
Q2 		$455K Buy
10,569
+3
+0% +$135 0.16% 67
2018
Q1 		$462K Buy
10,566
+4
+0% +$177 0.17% 72
2017
Q4 		$464K Sell
10,562
-504
-5% -$21.5K 0.17% 74
2017
Q3 		$450K Buy
11,066
+2
+0% +$81 0.17% 73
2017
Q2 		$430K Buy
11,064
+4
+0% +$150 0.17% 71
2017
Q1 		$401K Buy
11,060
+2
+0% +$71 0.17% 73
2016
Q4 		$385K Buy
11,058
+488
+5% +$17.2K 0.17% 62
2016
Q3 		$380K Buy
10,570
+570
+6% +$20.7K 0.16% 62
2016
Q2 		$361K Hold
10,000
– – 0.15% 57
2016
Q1 		$316K Hold
10,000
– – 0.15% 54
2015
Q4 		$300K Hold
10,000
– – 0.15% 57
2015
Q3 		$291K Buy
10,000
+404
+4% +$12.2K 0.15% 55
2015
Q2 		$298K Buy
9,596
+200
+2% +$6.33K 0.13% 52
2015
Q1 		$301K Buy
+9,396
New +$287K 0.13% 54

Other funds holding AFL

Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

ARS Wealth Advisors's AFL Position: Q2 2021 in Review

ARS Wealth Advisors increased its Aflac (AFL) stake by 0.03% in Q2 2021, buying an estimated $164 and bringing the position to 10,112 shares worth $543K. The position accounts for 0.1% of the portfolio, ranked #79.

ARS Wealth Advisors first reported a position in AFL in Q1 2015 and has held it in 26 quarters since. The position peaked at $642K in Q2 2019. 1,086 funds tracked by Wall St. Rank hold AFL as of Q2 2021.

  • ARS Wealth Advisors held 10,112 shares of Aflac worth $543K as of Q2 2021.
  • ARS Wealth Advisors bought 3 Aflac shares in Q2 2021, an estimated $164.
  • Aflac made up 0.1% of ARS Wealth Advisors's portfolio in Q2 2021, its #79 holding.
  • ARS Wealth Advisors first reported a position in Aflac in Q1 2015 and has held it in 26 quarters since.
  • ARS Wealth Advisors's Aflac position peaked at $642K in Q2 2019.
  • 1,086 funds tracked by Wall St. Rank held Aflac as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.