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Engrave Wealth Partners’s Aflac AFL Stock Holding History

Engrave Wealth Partners’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 		$261K Hold
3,161
– – 0.07% 65
2023
Q3 		$243K Hold
3,161
– – 0.07% 61
2023
Q2 		$221K Sell
3,161
-16
-0.5% -$1.07K 0.07% 62
2023
Q1 		$209K Hold
3,177
– – 0.07% 68
2022
Q4 		$228K Buy
+3,177
New +$213K 0.08% 62
2022
Q2 		– Sell
-3,161
Closed -$204K – 56
2022
Q1 		$204K Buy
+3,161
New +$198K 0.08% 54
2020
Q3 		– Sell
-3,161
Closed -$113K – 61
2020
Q2 		$113K Hold
3,161
– – 0.1% 69
2020
Q1 		$108K Hold
3,161
– – 0.13% 58
2019
Q4 		$167K Buy
+3,161
New +$168K 0.16% 49

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

Engrave Wealth Partners's AFL Position: Q4 2023 in Review

Engrave Wealth Partners held its Aflac (AFL) position steady in Q4 2023 at 3,161 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #65.

Engrave Wealth Partners first reported a position in AFL in Q4 2019 and has held it in 9 quarters since. 1,417 funds tracked by Wall St. Rank hold AFL as of Q4 2023.

  • Engrave Wealth Partners held 3,161 shares of Aflac worth $261K as of Q4 2023.
  • Engrave Wealth Partners left its Aflac share count unchanged in Q4 2023.
  • Aflac made up 0.07% of Engrave Wealth Partners's portfolio in Q4 2023, its #65 holding.
  • Engrave Wealth Partners first reported a position in Aflac in Q4 2019 and has held it in 9 quarters since.
  • 1,417 funds tracked by Wall St. Rank held Aflac as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.