Doyle Wealth Management’s Aflac AFL Stock Holding History

Doyle 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	$462K	Buy	8,226 +3	+0%	+$177	0.04%	136
2022 Q2	$455K	Buy	8,223 +125	+2%	+$7.38K	0.04%	141
2022 Q1	$521K	Buy	8,098 +365	+5%	+$22.9K	0.04%	151
2021 Q4	$452K	Sell	7,733 -2,490	-24%	-$140K	0.03%	151
2021 Q3	$533K	Buy	+10,223	New	+$559K	0.04%	139
2019 Q3	–	Sell	-2,609	Closed	-$143K	–	213
2019 Q2	$143K	Buy	+2,609	New	+$135K	0.02%	229
2019 Q1	–	Sell	-3,259	Closed	-$148K	–	206
2018 Q4	$148K	Buy	+3,259	New	+$145K	0.03%	204

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Doyle Wealth Management increased its Aflac (AFL) stake by 0.04% in Q3 2022, buying an estimated $177 and bringing the position to 8,226 shares worth $462K. The position accounts for 0.04% of the portfolio, ranked #136.

Doyle Wealth Management first reported a position in AFL in Q4 2018 and has held it in 7 quarters since. The position peaked at $533K in Q3 2021. 1,181 funds tracked by Wall St. Rank hold AFL as of Q3 2022.

Doyle Wealth Management held 8,226 shares of Aflac worth $462K as of Q3 2022.
Doyle Wealth Management bought 3 Aflac shares in Q3 2022, an estimated $177.
Aflac made up 0.04% of Doyle Wealth Management's portfolio in Q3 2022, its #136 holding.
Doyle Wealth Management first reported a position in Aflac in Q4 2018 and has held it in 7 quarters since.
Doyle Wealth Management's Aflac position peaked at $533K in Q3 2021.
1,181 funds tracked by Wall St. Rank held Aflac as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.