Evolution Wealth Advisors’s Aflac AFL Stock Holding History

Evolution Wealth Advisors’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
2020 Q1	–	Sell	-116	Closed	-$6K	–	314
2019 Q4	$6K	Buy	+116	New	+$6.16K	﹤0.01%	363
2019 Q3	–	Sell	-111	Closed	-$6K	–	480
2019 Q2	$6K	Buy	+111	New	+$5.72K	﹤0.01%	226

Other funds holding AFL

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

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 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

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

Norges Bank Oslo, Norway $1T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Evolution Wealth Advisors's AFL Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Aflac (AFL) in Q1 2020, closing a stake of 116 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in AFL in Q2 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 973 funds tracked by Wall St. Rank hold AFL as of Q1 2020.

Evolution Wealth Advisors reported no remaining Aflac position as of Q1 2020 after selling out during the quarter.
Evolution Wealth Advisors sold 116 Aflac shares in Q1 2020, an estimated $6K.
Evolution Wealth Advisors first reported a position in Aflac in Q2 2019 and held it in 2 quarters.
Evolution Wealth Advisors's Aflac position peaked at $6K in Q4 2019.
973 funds tracked by Wall St. Rank held Aflac as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.