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Gerber Kawasaki Wealth & Investment Management’s Aflac AFL Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-496
Closed -$25K – 293
2021
Q3 		$25K Buy
+496
New +$27.1K ﹤0.01% 454

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's AFL Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Aflac (AFL) in Q4 2021, closing a stake of 496 shares — an estimated $25K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in AFL in Q3 2021 and held it in 1 quarter. The position peaked at $25K in Q3 2021. 1,148 funds tracked by Wall St. Rank hold AFL as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Aflac position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 496 Aflac shares in Q4 2021, an estimated $25K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Aflac in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Aflac position peaked at $25K in Q3 2021.
  • 1,148 funds tracked by Wall St. Rank held Aflac as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.