Elevate Wealth Advisory’s Aflac AFL Stock Holding History

Elevate Wealth Advisory’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
2024 Q4	–	Sell	-1,913	Closed	-$214K	–	118
2024 Q3	$214K	Buy	+1,913	New	+$194K	0.16%	68

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Elevate Wealth Advisory's AFL Position: Q4 2024 in Review

Elevate Wealth Advisory sold out of Aflac (AFL) in Q4 2024, closing a stake of 1,913 shares — an estimated $214K sold.

Elevate Wealth Advisory first reported a position in AFL in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 1,578 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

Elevate Wealth Advisory reported no remaining Aflac position as of Q4 2024 after selling out during the quarter.
Elevate Wealth Advisory sold 1,913 Aflac shares in Q4 2024, an estimated $214K.
Elevate Wealth Advisory first reported a position in Aflac in Q3 2024 and held it in 1 quarter.
Elevate Wealth Advisory's Aflac position peaked at $214K in Q3 2024.
1,578 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Elevate Wealth Advisory's 13F filing for Q4 2024, filed 11 Feb 2025.