Blue Bell Private Wealth Management’s Aflac AFL Stock Holding History

Blue Bell Private Wealth Management’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
2024 Q3	–	Sell	-42	Closed	-$3.75K	–	687
2024 Q2	$3.75K	Hold	42	–	–	﹤0.01%	593
2024 Q1	$3.61K	Buy	42 +2	+5%	+$164	﹤0.01%	597
2023 Q4	$3.3K	Hold	40	–	–	﹤0.01%	592
2023 Q3	$3.07K	Hold	40	–	–	﹤0.01%	543
2023 Q2	$2.79K	Hold	40	–	–	﹤0.01%	557
2023 Q1	$2.58K	Hold	40	–	–	﹤0.01%	532
2022 Q4	$2.88K	Hold	40	–	–	﹤0.01%	534
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	581
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	623
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	615
2021 Q4	$2K	Buy	+40	New	+$2.24K	﹤0.01%	652

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Blue Bell Private Wealth Management's AFL Position: Q3 2024 in Review

Blue Bell Private Wealth Management sold out of Aflac (AFL) in Q3 2024, closing a stake of 42 shares — an estimated $3.75K sold.

Blue Bell Private Wealth Management first reported a position in AFL in Q4 2021 and held it in 11 quarters. The position peaked at $3.75K in Q2 2024. 1,551 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

Blue Bell Private Wealth Management reported no remaining Aflac position as of Q3 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 42 Aflac shares in Q3 2024, an estimated $3.75K.
Blue Bell Private Wealth Management first reported a position in Aflac in Q4 2021 and held it in 11 quarters.
Blue Bell Private Wealth Management's Aflac position peaked at $3.75K in Q2 2024.
1,551 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.