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Heritage Wealth Management (Arizona)’s Aflac AFL Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$11.4K Buy
158
+140
+778% +$9.37K ﹤0.01% 754
2022
Q3 		$1K Buy
+18
New +$1.06K ﹤0.01% 915

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 $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AFL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Aflac (AFL) stake by 778% in Q4 2022, buying an estimated $9.37K and bringing the position to 158 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Heritage Wealth Management (Arizona) first reported a position in AFL in Q3 2022 and has held it in 2 quarters since. 1,303 funds tracked by Wall St. Rank hold AFL as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 158 shares of Aflac worth $11.4K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 140 Aflac shares in Q4 2022, an estimated $9.37K.
  • Aflac made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #754 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Aflac in Q3 2022 and has held it in 2 quarters since.
  • 1,303 funds tracked by Wall St. Rank held Aflac as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.