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Bellwether Advisors’s Aflac AFL Stock Holding History

Bellwether 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
2022
Q4 		– Sell
-6,750
Closed -$379K – 447
2022
Q3 		$379K Sell
6,750
-1,972
-23% -$116K 0.13% 81
2022
Q2 		$482K Buy
8,722
+1,125
+15% +$66.4K 0.16% 80
2022
Q1 		$489K Buy
7,597
+7,457
+5,326% +$467K 0.15% 103
2021
Q4 		$8K Hold
140
– – ﹤0.01% 348
2021
Q3 		$7K Hold
140
– – ﹤0.01% 328
2021
Q2 		$7K Hold
140
– – ﹤0.01% 287
2021
Q1 		$7K Buy
+140
New +$6.72K ﹤0.01% 273

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bellwether Advisors's AFL Position: Q4 2022 in Review

Bellwether Advisors sold out of Aflac (AFL) in Q4 2022, closing a stake of 6,750 shares — an estimated $379K sold.

Bellwether Advisors first reported a position in AFL in Q1 2021 and held it in 7 quarters. The position peaked at $489K in Q1 2022. 1,303 funds tracked by Wall St. Rank hold AFL as of Q4 2022.

  • Bellwether Advisors reported no remaining Aflac position as of Q4 2022 after selling out during the quarter.
  • Bellwether Advisors sold 6,750 Aflac shares in Q4 2022, an estimated $379K.
  • Bellwether Advisors first reported a position in Aflac in Q1 2021 and held it in 7 quarters.
  • Bellwether Advisors's Aflac position peaked at $489K in Q1 2022.
  • 1,303 funds tracked by Wall St. Rank held Aflac as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.