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Curi Wealth Management’s Aflac AFL Stock Holding History

Curi Wealth 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
2022
Q3 		– Sell
-519
Closed -$29K – 193
2022
Q2 		$29K Buy
519
+513
+8,550% +$30.3K 0.01% 269
2022
Q1 		$0 Hold
6
– – ﹤0.01% 505
2021
Q4 		$0 Buy
+6
New +$336 ﹤0.01% 474
2021
Q1 		– Sell
-7
Closed – – 102
2020
Q4 		$0 Buy
+7
New +$287 ﹤0.01% 383

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Curi Wealth Management's AFL Position: Q3 2022 in Review

Curi Wealth Management sold out of Aflac (AFL) in Q3 2022, closing a stake of 519 shares — an estimated $29K sold.

Curi Wealth Management first reported a position in AFL in Q4 2020 and held it in 4 quarters. The position peaked at $29K in Q2 2022. 1,183 funds tracked by Wall St. Rank hold AFL as of Q3 2022.

  • Curi Wealth Management reported no remaining Aflac position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 519 Aflac shares in Q3 2022, an estimated $29K.
  • Curi Wealth Management first reported a position in Aflac in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Aflac position peaked at $29K in Q2 2022.
  • 1,183 funds tracked by Wall St. Rank held Aflac as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.