BDO Wealth Advisors’s Aflac AFL Stock Holding History

BDO 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
2023 Q2	$51.9K	Buy	744 +371	+99%	+$24.8K	0.01%	430
2023 Q1	$24K	Buy	373 +2	+0.5%	+$137	﹤0.01%	557
2022 Q4	$26.7K	Buy	371 +1	+0.3%	+$67	﹤0.01%	521
2022 Q3	$21K	Buy	370 +1	+0.3%	+$59	﹤0.01%	558
2022 Q2	$20K	Buy	369 +1	+0.3%	+$59	﹤0.01%	561
2022 Q1	$24K	Buy	368 +1	+0.3%	+$63	﹤0.01%	570
2021 Q4	$21K	Buy	367 +2	+0.5%	+$112	﹤0.01%	611
2021 Q3	$19K	Sell	365 -799	-69%	-$43.7K	﹤0.01%	618
2021 Q2	$62K	Buy	1,164 +1	+0.1%	+$55	0.01%	430
2021 Q1	$60K	Buy	1,163 +868	+294%	+$41.6K	0.01%	420
2020 Q4	$13K	Sell	295 -97	-25%	-$3.97K	﹤0.01%	515
2020 Q3	$14K	Buy	392 +3	+0.8%	+$109	﹤0.01%	456
2020 Q2	$14K	Sell	389 -238	-38%	-$8.6K	﹤0.01%	460
2020 Q1	$21K	Buy	627 +420	+203%	+$19.2K	﹤0.01%	440
2019 Q4	$11K	Buy	207 +1	+0.5%	+$53	﹤0.01%	422
2019 Q3	$11K	Hold	206	–	–	﹤0.01%	450
2019 Q2	$11K	Hold	206	–	–	﹤0.01%	436
2019 Q1	$10K	Hold	206	–	–	﹤0.01%	426
2018 Q4	$9K	Hold	206	–	–	﹤0.01%	416
2018 Q3	$10K	Hold	206	–	–	﹤0.01%	452
2018 Q2	$9K	Sell	206 -300	-59%	-$13.5K	﹤0.01%	464
2018 Q1	$22K	Buy	+506	New	+$22.4K	0.01%	316
2017 Q3	–	Sell	-280	Closed	-$11K	–	439
2017 Q2	$11K	Buy	+280	New	+$10.5K	﹤0.01%	357

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BDO Wealth Advisors's AFL Position: Q2 2023 in Review

BDO Wealth Advisors increased its Aflac (AFL) stake by 99% in Q2 2023, buying an estimated $24.8K and bringing the position to 744 shares worth $51.9K. The position accounts for 0.01% of the portfolio, ranked #430.

BDO Wealth Advisors first reported a position in AFL in Q2 2017 and has held it in 23 quarters since. The position peaked at $62K in Q2 2021. 1,271 funds tracked by Wall St. Rank hold AFL as of Q2 2023.

BDO Wealth Advisors held 744 shares of Aflac worth $51.9K as of Q2 2023.
BDO Wealth Advisors bought 371 Aflac shares in Q2 2023, an estimated $24.8K.
Aflac made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #430 holding.
BDO Wealth Advisors first reported a position in Aflac in Q2 2017 and has held it in 23 quarters since.
BDO Wealth Advisors's Aflac position peaked at $62K in Q2 2021.
1,271 funds tracked by Wall St. Rank held Aflac as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.