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

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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return