FRG Family Wealth Advisors’s Aflac AFL Stock Holding History

FRG Family 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
2024 Q2	–	Sell	-820	Closed	-$68.6K	–	144
2024 Q1	$68.6K	Buy	+820	New	+$67.2K	0.01%	186
2018 Q3	–	Sell	-5,518	Closed	-$237K	–	144
2018 Q2	$237K	Hold	5,518	–	–	0.07%	138
2018 Q1	$241K	Hold	5,518	–	–	0.08%	137
2017 Q4	$242K	Hold	5,518	–	–	0.08%	137
2017 Q3	$225K	Hold	5,518	–	–	0.08%	135
2017 Q2	$214K	Sell	5,518 -3,000	-35%	-$113K	0.08%	132
2017 Q1	$308K	Hold	8,518	–	–	0.12%	117
2016 Q4	$296K	Hold	8,518	–	–	0.12%	112
2016 Q3	$306K	Hold	8,518	–	–	0.14%	108
2016 Q2	$307K	Hold	8,518	–	–	0.14%	107
2016 Q1	$271K	Sell	8,518 -1,200	-12%	-$35.6K	0.13%	109
2015 Q4	$291K	Buy	+9,718	New	+$302K	0.14%	111

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FRG Family Wealth Advisors's AFL Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Aflac (AFL) in Q2 2024, closing a stake of 820 shares — an estimated $68.6K sold.

FRG Family Wealth Advisors first reported a position in AFL in Q4 2015 and held it in 12 quarters. The position peaked at $308K in Q1 2017. 1,446 funds tracked by Wall St. Rank hold AFL as of Q2 2024.

FRG Family Wealth Advisors reported no remaining Aflac position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 820 Aflac shares in Q2 2024, an estimated $68.6K.
FRG Family Wealth Advisors first reported a position in Aflac in Q4 2015 and held it in 12 quarters.
FRG Family Wealth Advisors's Aflac position peaked at $308K in Q1 2017.
1,446 funds tracked by Wall St. Rank held Aflac as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.