Beacon Harbor Wealth Advisors’s Aflac AFL Stock Holding History

Beacon Harbor 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	–	Sell	-65,438	Closed	-$4.22M	–	67
2023 Q1	$4.22M	Buy	+65,438	New	+$4.48M	1.47%	36

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Beacon Harbor Wealth Advisors's AFL Position: Q2 2023 in Review

Beacon Harbor Wealth Advisors sold out of Aflac (AFL) in Q2 2023, closing a stake of 65,438 shares — an estimated $4.22M sold.

Beacon Harbor Wealth Advisors first reported a position in AFL in Q1 2023 and held it in 1 quarter. The position peaked at $4.22M in Q1 2023. 1,272 funds tracked by Wall St. Rank hold AFL as of Q2 2023.

Beacon Harbor Wealth Advisors reported no remaining Aflac position as of Q2 2023 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 65,438 Aflac shares in Q2 2023, an estimated $4.22M.
Beacon Harbor Wealth Advisors first reported a position in Aflac in Q1 2023 and held it in 1 quarter.
Beacon Harbor Wealth Advisors's Aflac position peaked at $4.22M in Q1 2023.
1,272 funds tracked by Wall St. Rank held Aflac as of Q2 2023.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.