Crestone Asset Management’s Aflac AFL Stock Holding History

Crestone Asset Management’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 Q4	–	Sell	-3,955	Closed	-$304K	–	106
2023 Q3	$304K	Buy	+3,955	New	+$294K	0.07%	75

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Crestone Asset Management's AFL Position: Q4 2023 in Review

Crestone Asset Management sold out of Aflac (AFL) in Q4 2023, closing a stake of 3,955 shares — an estimated $304K sold.

Crestone Asset Management first reported a position in AFL in Q3 2023 and held it in 1 quarter. The position peaked at $304K in Q3 2023. 1,415 funds tracked by Wall St. Rank hold AFL as of Q4 2023.

Crestone Asset Management reported no remaining Aflac position as of Q4 2023 after selling out during the quarter.
Crestone Asset Management sold 3,955 Aflac shares in Q4 2023, an estimated $304K.
Crestone Asset Management first reported a position in Aflac in Q3 2023 and held it in 1 quarter.
Crestone Asset Management's Aflac position peaked at $304K in Q3 2023.
1,415 funds tracked by Wall St. Rank held Aflac as of Q4 2023.

Based on Crestone Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.