BCR Wealth Strategies’s Aflac AFL Stock Holding History

BCR Wealth Strategies’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	-813	Closed	-$46K	–	20
2022 Q3	$46K	Hold	813	–	–	0.05%	44
2022 Q2	$45K	Hold	813	–	–	0.05%	41
2022 Q1	$52K	Hold	813	–	–	0.05%	43
2021 Q4	$47K	Buy	+813	New	+$45.6K	0.04%	45

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 $3.37T AUM 44.26% 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

BCR Wealth Strategies's AFL Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Aflac (AFL) in Q4 2022, closing a stake of 813 shares — an estimated $46K sold.

BCR Wealth Strategies first reported a position in AFL in Q4 2021 and held it in 4 quarters. The position peaked at $52K in Q1 2022. 1,303 funds tracked by Wall St. Rank hold AFL as of Q4 2022.

BCR Wealth Strategies reported no remaining Aflac position as of Q4 2022 after selling out during the quarter.
BCR Wealth Strategies sold 813 Aflac shares in Q4 2022, an estimated $46K.
BCR Wealth Strategies first reported a position in Aflac in Q4 2021 and held it in 4 quarters.
BCR Wealth Strategies's Aflac position peaked at $52K in Q1 2022.
1,303 funds tracked by Wall St. Rank held Aflac as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.