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Imprint Wealth’s Aflac AFL Stock Holding History

Imprint 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
Q1 		$429K Buy
5,033
+887
+21% +$72.7K 0.1% 179
2023
Q4 		$342K Sell
4,146
-96
-2% -$7.74K 0.28% 110
2023
Q3 		$326K Sell
4,242
-553
-12% -$41.1K 0.28% 100
2023
Q2 		$336K Buy
4,795
+162
+3% +$10.8K 0.21% 131
2023
Q1 		$299K Buy
+4,633
New +$317K 0.2% 128

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 $3.37T 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

Imprint Wealth's AFL Position: Q1 2024 in Review

Imprint Wealth increased its Aflac (AFL) stake by 21% in Q1 2024, buying an estimated $72.7K and bringing the position to 5,033 shares worth $429K. The position accounts for 0.1% of the portfolio, ranked #179.

Imprint Wealth first reported a position in AFL in Q1 2023 and has held it in 5 quarters since. 1,422 funds tracked by Wall St. Rank hold AFL as of Q1 2024.

  • Imprint Wealth held 5,033 shares of Aflac worth $429K as of Q1 2024.
  • Imprint Wealth bought 887 Aflac shares in Q1 2024, an estimated $72.7K.
  • Aflac made up 0.1% of Imprint Wealth's portfolio in Q1 2024, its #179 holding.
  • Imprint Wealth first reported a position in Aflac in Q1 2023 and has held it in 5 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Aflac as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.