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Horizons Wealth Management’s Aflac AFL Stock Holding History

Horizons Wealth 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
2023
Q4 		– Sell
-600
Closed -$46K – 185
2023
Q3 		$46K Hold
600
– – 0.03% 89
2023
Q2 		$41.9K Hold
600
– – 0.03% 102
2023
Q1 		$38.7K Hold
600
– – 0.03% 96
2022
Q4 		$43K Hold
600
– – 0.03% 93
2022
Q3 		$34K Hold
600
– – 0.03% 92
2022
Q2 		$39K Buy
+600
New +$35.4K 0.03% 94

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

Horizons Wealth Management's AFL Position: Q4 2023 in Review

Horizons Wealth Management sold out of Aflac (AFL) in Q4 2023, closing a stake of 600 shares — an estimated $46K sold.

Horizons Wealth Management first reported a position in AFL in Q2 2022 and held it in 6 quarters. The position peaked at $46K in Q3 2023. 1,417 funds tracked by Wall St. Rank hold AFL as of Q4 2023.

  • Horizons Wealth Management reported no remaining Aflac position as of Q4 2023 after selling out during the quarter.
  • Horizons Wealth Management sold 600 Aflac shares in Q4 2023, an estimated $46K.
  • Horizons Wealth Management first reported a position in Aflac in Q2 2022 and held it in 6 quarters.
  • Horizons Wealth Management's Aflac position peaked at $46K in Q3 2023.
  • 1,417 funds tracked by Wall St. Rank held Aflac as of Q4 2023.

Based on Horizons Wealth Management's 13F filing for Q4 2023, filed 8 Jan 2024.