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BHK Investment Advisors’s Aflac AFL Stock Holding History

BHK Investment 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
Q4 		– Sell
-3,401
Closed -$261K – 54
2023
Q3 		$261K Sell
3,401
-1,847
-35% -$137K 0.12% 50
2023
Q2 		$366K Sell
5,248
-49
-0.9% -$3.28K 0.16% 48
2023
Q1 		$342K Sell
5,297
-144
-3% -$9.86K 0.15% 53
2022
Q4 		$391K Sell
5,441
-524
-9% -$35.1K 0.22% 42
2022
Q3 		$335K Sell
5,965
-534
-8% -$31.4K 0.17% 49
2022
Q2 		$360K Buy
6,499
+152
+2% +$8.97K 0.16% 49
2022
Q1 		$409K Buy
6,347
+2
+0% +$125 0.17% 44
2021
Q4 		$371K Sell
6,345
-1,304
-17% -$73.1K 0.15% 50
2021
Q3 		$399K Buy
7,649
+426
+6% +$23.3K 0.16% 45
2021
Q2 		$388K Sell
7,223
-147
-2% -$8.02K 0.16% 46
2021
Q1 		$328K Hold
7,370
– – 0.15% 52
2020
Q4 		$328K Sell
7,370
-1,239
-14% -$50.7K 0.15% 50
2020
Q3 		$313K Buy
8,609
+1,981
+30% +$72.1K 0.18% 46
2020
Q2 		$239K Buy
+6,628
New +$239K 0.14% 52
2020
Q1 		– Sell
-4,551
Closed -$241K – 53
2019
Q4 		$241K Sell
4,551
-2,453
-35% -$130K 0.14% 57
2019
Q3 		$366K Sell
7,004
-432
-6% -$22.8K 0.21% 56
2019
Q2 		$408K Buy
7,436
+1,424
+24% +$73.4K 0.23% 58
2019
Q1 		$301K Sell
6,012
-129
-2% -$6.22K 0.18% 70
2018
Q4 		$280K Sell
6,141
-267
-4% -$11.9K 0.21% 55
2018
Q3 		$302K Buy
6,408
+500
+8% +$22.9K 0.2% 56
2018
Q2 		$254K Sell
5,908
-798
-12% -$35.8K 0.18% 62
2018
Q1 		$293K Buy
+6,706
New +$297K 0.22% 47

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 $3.38T AUM 44.17% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BHK Investment Advisors's AFL Position: Q4 2023 in Review

BHK Investment Advisors sold out of Aflac (AFL) in Q4 2023, closing a stake of 3,401 shares — an estimated $261K sold.

BHK Investment Advisors first reported a position in AFL in Q1 2018 and held it in 22 quarters. The position peaked at $409K in Q1 2022. 1,417 funds tracked by Wall St. Rank hold AFL as of Q4 2023.

  • BHK Investment Advisors reported no remaining Aflac position as of Q4 2023 after selling out during the quarter.
  • BHK Investment Advisors sold 3,401 Aflac shares in Q4 2023, an estimated $261K.
  • BHK Investment Advisors first reported a position in Aflac in Q1 2018 and held it in 22 quarters.
  • BHK Investment Advisors's Aflac position peaked at $409K in Q1 2022.
  • 1,417 funds tracked by Wall St. Rank held Aflac as of Q4 2023.

Based on BHK Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.