Fairhaven Wealth Management’s Aflac AFL Stock Holding History

Fairhaven 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
2024 Q4	$446K	Buy	4,311 +17	+0.4%	+$1.85K	0.14%	68
2024 Q3	$480K	Hold	4,294	–	–	0.15%	66
2024 Q2	$383K	Sell	4,294 -2	-0%	-$172	0.13%	72
2024 Q1	$369K	Sell	4,296 -7	-0.2%	-$574	0.13%	72
2023 Q4	$355K	Buy	4,303 +7	+0.2%	+$564	0.13%	72
2023 Q3	$330K	Hold	4,296	–	–	0.13%	76
2023 Q2	$300K	Buy	+4,296	New	+$288K	0.11%	84
2022 Q4	$309K	Hold	4,296	–	–	0.13%	74
2022 Q3	$241K	Hold	4,296	–	–	0.11%	85
2022 Q2	$238K	Hold	4,296	–	–	0.11%	89
2022 Q1	$277K	Buy	4,296 +96	+2%	+$6.01K	0.11%	90
2021 Q4	$245K	Hold	4,200	–	–	0.1%	93
2021 Q3	$219K	Hold	4,200	–	–	0.09%	100
2021 Q2	$225K	Sell	4,200 -52	-1%	-$2.83K	0.09%	100
2021 Q1	$218K	Buy	+4,252	New	+$204K	0.09%	98

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fairhaven Wealth Management's AFL Position: Q4 2024 in Review

Fairhaven Wealth Management increased its Aflac (AFL) stake by 0.4% in Q4 2024, buying an estimated $1.85K and bringing the position to 4,311 shares worth $446K. The position accounts for 0.14% of the portfolio, ranked #68.

Fairhaven Wealth Management first reported a position in AFL in Q1 2021 and has held it in 15 quarters since. The position peaked at $480K in Q3 2024. 1,578 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

Fairhaven Wealth Management held 4,311 shares of Aflac worth $446K as of Q4 2024.
Fairhaven Wealth Management bought 17 Aflac shares in Q4 2024, an estimated $1.85K.
Aflac made up 0.14% of Fairhaven Wealth Management's portfolio in Q4 2024, its #68 holding.
Fairhaven Wealth Management first reported a position in Aflac in Q1 2021 and has held it in 15 quarters since.
Fairhaven Wealth Management's Aflac position peaked at $480K in Q3 2024.
1,578 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.