IronBridge Private Wealth’s Aflac AFL Stock Holding History

IronBridge Private 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
2021 Q1	–	Sell	-670	Closed	-$30K	–	269
2020 Q4	$30K	Buy	+670	New	+$27.4K	0.02%	73

Other funds holding AFL

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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

IronBridge Private Wealth's AFL Position: Q1 2021 in Review

IronBridge Private Wealth sold out of Aflac (AFL) in Q1 2021, closing a stake of 670 shares — an estimated $30K sold.

IronBridge Private Wealth first reported a position in AFL in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 1,073 funds tracked by Wall St. Rank hold AFL as of Q1 2021.

IronBridge Private Wealth reported no remaining Aflac position as of Q1 2021 after selling out during the quarter.
IronBridge Private Wealth sold 670 Aflac shares in Q1 2021, an estimated $30K.
IronBridge Private Wealth first reported a position in Aflac in Q4 2020 and held it in 1 quarter.
IronBridge Private Wealth's Aflac position peaked at $30K in Q4 2020.
1,073 funds tracked by Wall St. Rank held Aflac as of Q1 2021.

Based on IronBridge Private Wealth's 13F filing for Q1 2021, filed 21 Jun 2021.