Bernardo Wealth Planning’s Aflac AFL Stock Holding History

Bernardo Wealth Planning’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
2020 Q1	–	Sell	-4,114	Closed	-$217K	–	135
2019 Q4	$217K	Sell	4,114 -54	-1%	-$2.87K	0.13%	154
2019 Q3	$218K	Hold	4,168	–	–	0.16%	139
2019 Q2	$228K	Sell	4,168 -158	-4%	-$8.15K	0.18%	127
2019 Q1	$216K	Buy	+4,326	New	+$208K	0.17%	132

Other funds holding AFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bernardo Wealth Planning's AFL Position: Q1 2020 in Review

Bernardo Wealth Planning sold out of Aflac (AFL) in Q1 2020, closing a stake of 4,114 shares — an estimated $217K sold.

Bernardo Wealth Planning first reported a position in AFL in Q1 2019 and held it in 4 quarters. The position peaked at $228K in Q2 2019. 973 funds tracked by Wall St. Rank hold AFL as of Q1 2020.

Bernardo Wealth Planning reported no remaining Aflac position as of Q1 2020 after selling out during the quarter.
Bernardo Wealth Planning sold 4,114 Aflac shares in Q1 2020, an estimated $217K.
Bernardo Wealth Planning first reported a position in Aflac in Q1 2019 and held it in 4 quarters.
Bernardo Wealth Planning's Aflac position peaked at $228K in Q2 2019.
973 funds tracked by Wall St. Rank held Aflac as of Q1 2020.

Based on Bernardo Wealth Planning's 13F filing for Q1 2020, filed 1 May 2020.