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Capital Wealth Planning’s Aflac AFL Stock Holding History

Capital Wealth Planning’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
2019
Q2 		– Sell
-40,000
Closed -$33K – 261
2019
Q1 		$33K Buy
40,000
+20,000
+100% +$964K 0.02% 68
2018
Q4 		$5K Buy
+20,000
New +$889K ﹤0.01% 88
2018
Q2 		– Sell
-34,000
Closed -$1K – 90
2018
Q1 		$1K Buy
+34,000
New +$1.5M ﹤0.01% 231

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Wealth Planning's AFL Position: Q1 2024 in Review

Capital Wealth Planning sold out of Aflac (AFL) in Q1 2024, closing a stake of 3,820 shares — an estimated $315K sold.

Capital Wealth Planning first reported a position in AFL in Q2 2013 and held it in 34 quarters. The position peaked at $159M in Q1 2022. 1,420 funds tracked by Wall St. Rank hold AFL as of Q1 2024.

  • Capital Wealth Planning reported no remaining Aflac position as of Q1 2024 after selling out during the quarter.
  • Capital Wealth Planning sold 3,820 Aflac shares in Q1 2024, an estimated $315K.
  • Capital Wealth Planning first reported a position in Aflac in Q2 2013 and held it in 34 quarters.
  • Capital Wealth Planning's Aflac position peaked at $159M in Q1 2022.
  • 1,420 funds tracked by Wall St. Rank held Aflac as of Q1 2024.

Based on Capital Wealth Planning's 13F filing for Q1 2024, filed 7 May 2024.