CWA
AFL icon

Clearview Wealth Advisors’s Aflac AFL Stock Holding History

Clearview 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
2023
Q3 		– Sell
-804
Closed -$56.1K – 129
2023
Q2 		$56.1K Buy
804
+3
+0.4% +$201 0.06% 192
2023
Q1 		$51.7K Buy
801
+2
+0.3% +$137 0.05% 196
2022
Q4 		$57.5K Sell
799
-148
-16% -$9.91K 0.04% 160
2022
Q3 		$53K Sell
947
-109
-10% -$6.42K 0.04% 161
2022
Q2 		$58K Sell
1,056
-369
-26% -$21.8K 0.04% 168
2022
Q1 		$92K Buy
1,425
+4
+0.3% +$250 0.06% 143
2021
Q4 		$83K Buy
1,421
+2
+0.1% +$112 0.05% 175
2021
Q3 		$74K Buy
1,419
+403
+40% +$22K 0.05% 193
2021
Q2 		$55K Buy
1,016
+101
+11% +$5.51K 0.03% 232
2021
Q1 		$47K Buy
915
+112
+14% +$5.37K 0.03% 232
2020
Q4 		$36K Buy
+803
New +$32.9K 0.02% 229

Other funds holding AFL

Vanguard Group
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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Clearview Wealth Advisors's AFL Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Aflac (AFL) in Q3 2023, closing a stake of 804 shares — an estimated $56.1K sold.

Clearview Wealth Advisors first reported a position in AFL in Q4 2020 and held it in 11 quarters. The position peaked at $92K in Q1 2022. 1,309 funds tracked by Wall St. Rank hold AFL as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Aflac position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 804 Aflac shares in Q3 2023, an estimated $56.1K.
  • Clearview Wealth Advisors first reported a position in Aflac in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Aflac position peaked at $92K in Q1 2022.
  • 1,309 funds tracked by Wall St. Rank held Aflac as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.