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IAG Wealth Partners’s Aflac AFL Stock Holding History

IAG Wealth Partners’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
-332
Closed -$23.9K – 452
2022
Q4 		$23.9K Buy
332
+297
+849% +$19.9K 0.01% 195
2022
Q3 		$2K Hold
35
– – ﹤0.01% 390
2022
Q2 		$2K Hold
35
– – ﹤0.01% 379
2022
Q1 		$2K Buy
+35
New +$2.19K ﹤0.01% 387

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
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

IAG Wealth Partners's AFL Position: Q1 2023 in Review

IAG Wealth Partners sold out of Aflac (AFL) in Q1 2023, closing a stake of 332 shares — an estimated $23.9K sold.

IAG Wealth Partners first reported a position in AFL in Q1 2022 and held it in 4 quarters. The position peaked at $23.9K in Q4 2022. 1,258 funds tracked by Wall St. Rank hold AFL as of Q1 2023.

  • IAG Wealth Partners reported no remaining Aflac position as of Q1 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 332 Aflac shares in Q1 2023, an estimated $23.9K.
  • IAG Wealth Partners first reported a position in Aflac in Q1 2022 and held it in 4 quarters.
  • IAG Wealth Partners's Aflac position peaked at $23.9K in Q4 2022.
  • 1,258 funds tracked by Wall St. Rank held Aflac as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.