Axim Planning & Wealth’s Aflac AFL Stock Holding History

Axim Planning & Wealth’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 Q4	–	Sell	-80	Closed	-$4K	–	29
2022 Q3	$4K	Hold	80	–	–	﹤0.01%	134
2022 Q2	$4K	Buy	+80	New	+$4.72K	﹤0.01%	108

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Axim Planning & Wealth's AFL Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Aflac (AFL) in Q4 2022, closing a stake of 80 shares — an estimated $4K sold.

Axim Planning & Wealth first reported a position in AFL in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 1,303 funds tracked by Wall St. Rank hold AFL as of Q4 2022.

Axim Planning & Wealth reported no remaining Aflac position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 80 Aflac shares in Q4 2022, an estimated $4K.
Axim Planning & Wealth first reported a position in Aflac in Q2 2022 and held it in 2 quarters.
Axim Planning & Wealth's Aflac position peaked at $4K in Q3 2022.
1,303 funds tracked by Wall St. Rank held Aflac as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.