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Connectus Wealth’s Aflac AFL Stock Holding History

Connectus 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
Q1 		$1.51M Buy
+17,563
New +$1.44M 0.04% 209
2023
Q4 		– Sell
-5,916
Closed -$454K – 499
2023
Q3 		$454K Buy
5,916
+185
+3% +$13.7K 0.01% 396
2023
Q2 		$400K Buy
+5,731
New +$384K 0.01% 366

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

Connectus Wealth's AFL Position: Q1 2024 in Review

Connectus Wealth opened a new position in Aflac (AFL) in Q1 2024: 17,563 shares worth $1.51M. The stake represents 0.04% of the portfolio and ranks #209 among its holdings. This is a return to the name: Connectus Wealth previously reported a position in AFL as recently as Q3 2023.

Connectus Wealth first reported a position in AFL in Q2 2023 and has held it in 3 quarters since. 1,420 funds tracked by Wall St. Rank hold AFL as of Q1 2024.

  • Connectus Wealth held 17,563 shares of Aflac worth $1.51M as of Q1 2024.
  • Aflac was a new Connectus Wealth position in Q1 2024.
  • Aflac made up 0.04% of Connectus Wealth's portfolio in Q1 2024, its #209 holding.
  • Connectus Wealth first reported a position in Aflac in Q2 2023 and has held it in 3 quarters since.
  • 1,420 funds tracked by Wall St. Rank held Aflac as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.