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Baystate Wealth Management’s Aflac AFL Stock Holding History

Baystate 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
2023
Q4 		$56.1K Buy
680
+5
+0.7% +$403 ﹤0.01% 358
2023
Q3 		$51.9K Buy
675
+131
+24% +$9.72K ﹤0.01% 335
2023
Q2 		$38K Buy
544
+3
+0.6% +$201 ﹤0.01% 364
2023
Q1 		$34.9K Buy
541
+3
+0.6% +$205 ﹤0.01% 382
2022
Q4 		$39K Sell
538
-108
-17% -$7.23K ﹤0.01% 364
2022
Q3 		$36K Buy
646
+3
+0.5% +$177 ﹤0.01% 343
2022
Q2 		$36K Buy
643
+4
+0.6% +$236 ﹤0.01% 359
2022
Q1 		$41K Buy
639
+3
+0.5% +$188 ﹤0.01% 351
2021
Q4 		$37K Buy
636
+4
+0.6% +$224 ﹤0.01% 362
2021
Q3 		$33K Buy
632
+3
+0.5% +$164 ﹤0.01% 341
2021
Q2 		$34K Buy
629
+3
+0.5% +$164 ﹤0.01% 320
2021
Q1 		$32K Buy
626
+3
+0.5% +$144 ﹤0.01% 308
2020
Q4 		$28K Buy
623
+3
+0.5% +$123 ﹤0.01% 311
2020
Q3 		$23K Buy
620
+4
+0.6% +$146 ﹤0.01% 303
2020
Q2 		$22K Buy
616
+4
+0.7% +$145 ﹤0.01% 292
2020
Q1 		$21K Buy
612
+3
+0.5% +$137 ﹤0.01% 276
2019
Q4 		$32K Buy
609
+3
+0.5% +$159 ﹤0.01% 272
2019
Q3 		$32K Buy
606
+3
+0.5% +$158 ﹤0.01% 245
2019
Q2 		$34K Buy
603
+2
+0.3% +$103 ﹤0.01% 253
2019
Q1 		$29K Buy
601
+403
+204% +$19.4K ﹤0.01% 273
2018
Q4 		$9K Sell
198
-110
-36% -$4.89K ﹤0.01% 379
2018
Q3 		$14K Hold
308
– – ﹤0.01% 331
2018
Q2 		$13K Buy
308
+98
+47% +$4.4K ﹤0.01% 336
2018
Q1 		$10K Sell
210
-282
-57% -$12.5K ﹤0.01% 359
2017
Q4 		$22K Hold
492
– – ﹤0.01% 281
2017
Q3 		$20K Hold
492
– – ﹤0.01% 280
2017
Q2 		$19K Buy
492
+2
+0.4% +$75 ﹤0.01% 281
2017
Q1 		$18K Buy
490
+102
+26% +$3.62K ﹤0.01% 282
2016
Q4 		$14K Buy
+388
New +$13.7K ﹤0.01% 262

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Baystate Wealth Management's AFL Position: Q4 2023 in Review

Baystate Wealth Management increased its Aflac (AFL) stake by 0.74% in Q4 2023, buying an estimated $403 and bringing the position to 680 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Baystate Wealth Management first reported a position in AFL in Q4 2016 and has held it in 29 quarters since. 1,415 funds tracked by Wall St. Rank hold AFL as of Q4 2023.

  • Baystate Wealth Management held 680 shares of Aflac worth $56.1K as of Q4 2023.
  • Baystate Wealth Management bought 5 Aflac shares in Q4 2023, an estimated $403.
  • Aflac made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #358 holding.
  • Baystate Wealth Management first reported a position in Aflac in Q4 2016 and has held it in 29 quarters since.
  • 1,415 funds tracked by Wall St. Rank held Aflac as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.