Castle Financial & Retirement Planning Associates’s Aflac AFL Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$18K	Buy	+267	New	+$15K	0.06%	63

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 $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's AFL Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Aflac (AFL) in Q4 2021: 267 shares worth $18K. The stake represents 0.06% of the portfolio and ranks #63 among its holdings.

1,148 funds tracked by Wall St. Rank hold AFL as of Q4 2021.

Castle Financial & Retirement Planning Associates held 267 shares of Aflac worth $18K as of Q4 2021.
Aflac was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Aflac made up 0.06% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #63 holding.
1,148 funds tracked by Wall St. Rank held Aflac as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.