BSW
AFL icon

Buckingham Strategic Wealth’s Aflac AFL Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$1.25M Sell
14,025
-533
-4% -$45.8K 0.01% 298
2024
Q1 		$1.25M Sell
14,558
-547
-4% -$44.8K 0.01% 297
2023
Q4 		$1.25M Sell
15,105
-100
-0.7% -$8.06K 0.01% 291
2023
Q3 		$1.17M Sell
15,205
-904
-6% -$67.1K 0.02% 277
2023
Q2 		$1.12M Buy
16,109
+1,012
+7% +$67.7K 0.02% 282
2023
Q1 		$1.09M Hold
15,097
– – 0.02% 253
2022
Q4 		$1.09M Sell
15,097
-342
-2% -$22.9K 0.02% 254
2022
Q3 		$868K Sell
15,439
-44
-0.3% -$2.59K 0.02% 275
2022
Q2 		$857K Buy
15,483
+4,008
+35% +$237K 0.02% 280
2022
Q1 		$739K Buy
11,475
+448
+4% +$28K 0.01% 296
2021
Q4 		$644K Sell
11,027
-328
-3% -$18.4K 0.01% 323
2021
Q3 		$592K Buy
11,355
+1,345
+13% +$73.5K 0.01% 326
2021
Q2 		$537K Buy
10,010
+474
+5% +$25.8K 0.01% 334
2021
Q1 		$488K Sell
9,536
-74
-0.8% -$3.55K 0.02% 335
2020
Q4 		$427K Sell
9,610
-263
-3% -$10.8K 0.02% 345
2020
Q3 		$359K Sell
9,873
-1,567
-14% -$57.1K 0.03% 329
2020
Q2 		$412K Sell
11,440
-663
-5% -$24K 0.04% 253
2020
Q1 		$414K Sell
12,103
-7,248
-37% -$331K 0.04% 278
2019
Q4 		$1.02M Buy
19,351
+271
+1% +$14.4K 0.1% 155
2019
Q3 		$998K Sell
19,080
-218
-1% -$11.5K 0.11% 142
2019
Q2 		$1.06M Buy
19,298
+7,870
+69% +$406K 0.12% 137
2019
Q1 		$571K Buy
11,428
+5,838
+104% +$281K 0.07% 208
2018
Q4 		$255K Buy
5,590
+225
+4% +$10K 0.04% 291
2018
Q3 		$253K Sell
5,365
-98
-2% -$4.49K 0.04% 298
2018
Q2 		$235K Buy
5,463
+420
+8% +$18.9K 0.04% 308
2018
Q1 		$221K Sell
5,043
-893
-15% -$39.5K 0.04% 280
2017
Q4 		$261K Sell
5,936
-556
-9% -$23.7K 0.05% 261
2017
Q3 		$264K Buy
+6,492
New +$261K 0.06% 240

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Buckingham Strategic Wealth's AFL Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Aflac (AFL) stake by 3.7% in Q2 2024, selling an estimated $45.8K and leaving 14,025 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #298.

Buckingham Strategic Wealth first reported a position in AFL in Q3 2017 and has held it in 28 quarters since. 1,446 funds tracked by Wall St. Rank hold AFL as of Q2 2024.

  • Buckingham Strategic Wealth held 14,025 shares of Aflac worth $1.25M as of Q2 2024.
  • Buckingham Strategic Wealth sold 533 Aflac shares in Q2 2024, an estimated $45.8K.
  • Aflac made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #298 holding.
  • Buckingham Strategic Wealth first reported a position in Aflac in Q3 2017 and has held it in 28 quarters since.
  • 1,446 funds tracked by Wall St. Rank held Aflac as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.