Janiczek Wealth Management’s Aflac AFL Stock Holding History

Janiczek 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
2024 Q2	$174K	Hold	1,948	–	–	0.04%	205
2024 Q1	$167K	Buy	1,948 +33	+2%	+$2.71K	0.04%	208
2023 Q4	$158K	Sell	1,915 -20	-1%	-$1.61K	0.04%	198
2023 Q3	$149K	Hold	1,935	–	–	0.04%	186
2023 Q2	$135K	Hold	1,935	–	–	0.04%	175
2023 Q1	$128K	Sell	1,935 -8	-0.4%	-$548	0.04%	176
2022 Q4	$140K	Sell	1,943 -25	-1%	-$1.67K	0.04%	174
2022 Q3	$114K	Buy	1,968 +52	+3%	+$3.06K	0.04%	175
2022 Q2	$110K	Sell	1,916 -60	-3%	-$3.54K	0.03%	191
2022 Q1	$127K	Sell	1,976 -150	-7%	-$9.39K	0.04%	176
2021 Q4	$124K	Buy	2,126 +149	+8%	+$8.35K	0.04%	164
2021 Q3	$103K	Buy	1,977 +41	+2%	+$2.24K	0.04%	164
2021 Q2	$104K	Buy	1,936 +107	+6%	+$5.83K	0.04%	151
2021 Q1	$94K	Buy	1,829 +543	+42%	+$26.1K	0.04%	145
2020 Q4	$57K	Buy	1,286 +1,071	+498%	+$43.8K	0.03%	177
2020 Q3	$8K	Buy	+215	New	+$7.83K	﹤0.01%	261

Other funds holding AFL

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return