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Goodwin Investment Advisory’s Aflac AFL Stock Holding History

Goodwin Investment Advisory’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
-1,298
Closed -$111K – 36
2024
Q1 		$111K Buy
+1,298
New +$106K 0.05% 42
2023
Q1 		– Sell
-1,298
Closed -$93.4K – 84
2022
Q4 		$93.4K Hold
1,298
– – 0.07% 62
2022
Q3 		$73K Buy
+1,298
New +$76.4K 0.06% 73
2021
Q3 		– Sell
-1,200
Closed -$93K – 142
2021
Q2 		$93K Buy
1,200
+303
+34% +$16.5K 0.1% 45
2021
Q1 		$46K Buy
+897
New +$43K 0.05% 75

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goodwin Investment Advisory's AFL Position: Q2 2024 in Review

Goodwin Investment Advisory sold out of Aflac (AFL) in Q2 2024, closing a stake of 1,298 shares — an estimated $111K sold.

Goodwin Investment Advisory first reported a position in AFL in Q1 2021 and held it in 5 quarters. The position peaked at $111K in Q1 2024. 1,446 funds tracked by Wall St. Rank hold AFL as of Q2 2024.

  • Goodwin Investment Advisory reported no remaining Aflac position as of Q2 2024 after selling out during the quarter.
  • Goodwin Investment Advisory sold 1,298 Aflac shares in Q2 2024, an estimated $111K.
  • Goodwin Investment Advisory first reported a position in Aflac in Q1 2021 and held it in 5 quarters.
  • Goodwin Investment Advisory's Aflac position peaked at $111K in Q1 2024.
  • 1,446 funds tracked by Wall St. Rank held Aflac as of Q2 2024.

Based on Goodwin Investment Advisory's 13F filing for Q2 2024, filed 1 Aug 2024.