Fiduciary Alliance’s Aflac AFL Stock Holding History

Fiduciary Alliance’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 Q3	–	Sell	-6	Closed	-$419	–	188
2023 Q2	$419	Buy	+6	New	+$402	﹤0.01%	934
2023 Q1	–	Sell	-48	Closed	-$3.45K	–	156
2022 Q4	$3.45K	Buy	+48	New	+$3.21K	﹤0.01%	606

Other funds holding AFL

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fiduciary Alliance's AFL Position: Q3 2023 in Review

Fiduciary Alliance sold out of Aflac (AFL) in Q3 2023, closing a stake of 6 shares — an estimated $419 sold.

Fiduciary Alliance first reported a position in AFL in Q4 2022 and held it in 2 quarters. The position peaked at $3.45K in Q4 2022. 1,309 funds tracked by Wall St. Rank hold AFL as of Q3 2023.

Fiduciary Alliance reported no remaining Aflac position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 6 Aflac shares in Q3 2023, an estimated $419.
Fiduciary Alliance first reported a position in Aflac in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's Aflac position peaked at $3.45K in Q4 2022.
1,309 funds tracked by Wall St. Rank held Aflac as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.