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High Net Worth Advisory Group’s Aflac AFL Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-788
Closed -$56.7K – 203
2022
Q4 		$56.7K Buy
788
+1
+0.1% +$67 0.02% 308
2022
Q3 		$44K Buy
787
+1
+0.1% +$59 0.02% 350
2022
Q2 		$43K Sell
786
-91
-10% -$5.37K 0.02% 344
2022
Q1 		$56K Buy
877
+602
+219% +$37.7K 0.02% 325
2021
Q4 		$16K Buy
+275
New +$15.4K 0.01% 489

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

High Net Worth Advisory Group's AFL Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Aflac (AFL) in Q1 2023, closing a stake of 788 shares — an estimated $56.7K sold.

High Net Worth Advisory Group first reported a position in AFL in Q4 2021 and held it in 5 quarters. The position peaked at $56.7K in Q4 2022. 1,258 funds tracked by Wall St. Rank hold AFL as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Aflac position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 788 Aflac shares in Q1 2023, an estimated $56.7K.
  • High Net Worth Advisory Group first reported a position in Aflac in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Aflac position peaked at $56.7K in Q4 2022.
  • 1,258 funds tracked by Wall St. Rank held Aflac as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.