Core Wealth Partners’s Aflac AFL Stock Holding History

Core Wealth Partners’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 Q1	–	Sell	-1,000	Closed	-$239K	–	103
2022 Q4	$239K	Buy	+1,000	New	+$67K	0.27%	82

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Core Wealth Partners's AFL Position: Q1 2023 in Review

Core Wealth Partners sold out of Aflac (AFL) in Q1 2023, closing a stake of 1,000 shares — an estimated $239K sold.

Core Wealth Partners first reported a position in AFL in Q4 2022 and held it in 1 quarter. The position peaked at $239K in Q4 2022. 1,258 funds tracked by Wall St. Rank hold AFL as of Q1 2023.

Core Wealth Partners reported no remaining Aflac position as of Q1 2023 after selling out during the quarter.
Core Wealth Partners sold 1,000 Aflac shares in Q1 2023, an estimated $239K.
Core Wealth Partners first reported a position in Aflac in Q4 2022 and held it in 1 quarter.
Core Wealth Partners's Aflac position peaked at $239K in Q4 2022.
1,258 funds tracked by Wall St. Rank held Aflac as of Q1 2023.

Based on Core Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.