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Drake & Associates’s Aflac AFL Stock Holding History

Drake & Associates’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
Q2 		– Sell
-5,889
Closed -$380K – 75
2023
Q1 		$380K Buy
5,889
+144
+3% +$9.86K 0.19% 39
2022
Q4 		$413K Buy
5,745
+500
+10% +$33.5K 0.22% 34
2022
Q3 		$295K Buy
5,245
+820
+19% +$48.3K 0.17% 31
2022
Q2 		$245K Buy
+4,425
New +$261K 0.14% 52

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Drake & Associates's AFL Position: Q2 2023 in Review

Drake & Associates sold out of Aflac (AFL) in Q2 2023, closing a stake of 5,889 shares — an estimated $380K sold.

Drake & Associates first reported a position in AFL in Q2 2022 and held it in 4 quarters. The position peaked at $413K in Q4 2022. 1,272 funds tracked by Wall St. Rank hold AFL as of Q2 2023.

  • Drake & Associates reported no remaining Aflac position as of Q2 2023 after selling out during the quarter.
  • Drake & Associates sold 5,889 Aflac shares in Q2 2023, an estimated $380K.
  • Drake & Associates first reported a position in Aflac in Q2 2022 and held it in 4 quarters.
  • Drake & Associates's Aflac position peaked at $413K in Q4 2022.
  • 1,272 funds tracked by Wall St. Rank held Aflac as of Q2 2023.

Based on Drake & Associates's 13F filing for Q2 2023, filed 11 Jul 2023.