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Impact Partnership Wealth’s Aflac AFL Stock Holding History

Impact Partnership Wealth’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
-400
Closed -$34.3K – 226
2024
Q1 		$34.3K Hold
400
– – 0.01% 349
2023
Q4 		$33K Hold
400
– – 0.01% 370
2023
Q3 		$30.7K Buy
400
+330
+471% +$24.5K 0.01% 447
2023
Q2 		$4.89K Buy
+70
New +$4.68K ﹤0.01% 504

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 $3.38T 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
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

Impact Partnership Wealth's AFL Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Aflac (AFL) in Q2 2024, closing a stake of 400 shares — an estimated $34.3K sold.

Impact Partnership Wealth first reported a position in AFL in Q2 2023 and held it in 4 quarters. The position peaked at $34.3K in Q1 2024. 1,447 funds tracked by Wall St. Rank hold AFL as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Aflac position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 400 Aflac shares in Q2 2024, an estimated $34.3K.
  • Impact Partnership Wealth first reported a position in Aflac in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Aflac position peaked at $34.3K in Q1 2024.
  • 1,447 funds tracked by Wall St. Rank held Aflac as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.