CWA
AFL icon

Clarus Wealth Advisors’s Aflac AFL Stock Holding History

Clarus Wealth Advisors’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
Q3 		– Sell
-2,809
Closed -$154K – 157
2019
Q2 		$154K Sell
2,809
-112
-4% -$5.77K 0.11% 139
2019
Q1 		$146K Sell
2,921
-8
-0.3% -$386 0.11% 141
2018
Q4 		$133K Buy
2,929
+101
+4% +$4.49K 0.21% 128
2018
Q3 		$133K Buy
2,828
+57
+2% +$2.61K 0.09% 179
2018
Q2 		$121K Buy
+2,771
New +$124K 0.09% 175

Other funds holding AFL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Clarus Wealth Advisors's AFL Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Aflac (AFL) in Q3 2019, closing a stake of 2,809 shares — an estimated $154K sold.

Clarus Wealth Advisors first reported a position in AFL in Q2 2018 and held it in 5 quarters. The position peaked at $154K in Q2 2019. 1,039 funds tracked by Wall St. Rank hold AFL as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Aflac position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,809 Aflac shares in Q3 2019, an estimated $154K.
  • Clarus Wealth Advisors first reported a position in Aflac in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Aflac position peaked at $154K in Q2 2019.
  • 1,039 funds tracked by Wall St. Rank held Aflac as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.