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DFPG Investments’s Aflac AFL Stock Holding History

DFPG Investments’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 		$1.16M Sell
13,999
-405
-3% -$32.6K 0.09% 208
2023
Q3 		$1.17M Sell
14,404
-780
-5% -$57.9K 0.11% 183
2023
Q2 		$1.08M Sell
15,184
-4,210
-22% -$282K 0.1% 211
2023
Q1 		$1.25M Buy
19,394
+13,686
+240% +$937K 0.13% 161
2022
Q4 		$410K Buy
+5,708
New +$382K 0.07% 291

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

DFPG Investments's AFL Position: Q4 2023 in Review

DFPG Investments reduced its Aflac (AFL) stake by 2.8% in Q4 2023, selling an estimated $32.6K and leaving 13,999 shares worth $1.16M. The position accounts for 0.09% of the portfolio, ranked #208.

DFPG Investments first reported a position in AFL in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.25M in Q1 2023. 1,415 funds tracked by Wall St. Rank hold AFL as of Q4 2023.

  • DFPG Investments held 13,999 shares of Aflac worth $1.16M as of Q4 2023.
  • DFPG Investments sold 405 Aflac shares in Q4 2023, an estimated $32.6K.
  • Aflac made up 0.09% of DFPG Investments's portfolio in Q4 2023, its #208 holding.
  • DFPG Investments first reported a position in Aflac in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's Aflac position peaked at $1.25M in Q1 2023.
  • 1,415 funds tracked by Wall St. Rank held Aflac as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.