Bridgeworth’s Aflac AFL Stock Holding History

Bridgeworth’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 Q1	–	Sell	-2,881	Closed	-$207K	–	165
2022 Q4	$207K	Buy	+2,881	New	+$193K	0.03%	150
2018 Q3	–	Sell	-1,236	Closed	-$53K	–	147
2018 Q2	$53K	Buy	+1,236	New	+$55.5K	0.02%	273

Other funds holding AFL

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bridgeworth's AFL Position: Q1 2023 in Review

Bridgeworth sold out of Aflac (AFL) in Q1 2023, closing a stake of 2,881 shares — an estimated $207K sold.

Bridgeworth first reported a position in AFL in Q2 2018 and held it in 2 quarters. The position peaked at $207K in Q4 2022. 1,258 funds tracked by Wall St. Rank hold AFL as of Q1 2023.

Bridgeworth reported no remaining Aflac position as of Q1 2023 after selling out during the quarter.
Bridgeworth sold 2,881 Aflac shares in Q1 2023, an estimated $207K.
Bridgeworth first reported a position in Aflac in Q2 2018 and held it in 2 quarters.
Bridgeworth's Aflac position peaked at $207K in Q4 2022.
1,258 funds tracked by Wall St. Rank held Aflac as of Q1 2023.

Based on Bridgeworth's 13F filing for Q1 2023, filed 20 Apr 2023.