JWM
AFL icon

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

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
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

Janiczek Wealth Management's AFL Position: Q2 2024 in Review

Janiczek Wealth Management held its Aflac (AFL) position steady in Q2 2024 at 1,948 shares worth $174K. The position accounts for 0.04% of the portfolio, ranked #205.

Janiczek Wealth Management first reported a position in AFL in Q3 2020 and has held it in 16 quarters since. 1,446 funds tracked by Wall St. Rank hold AFL as of Q2 2024.

  • Janiczek Wealth Management held 1,948 shares of Aflac worth $174K as of Q2 2024.
  • Janiczek Wealth Management left its Aflac share count unchanged in Q2 2024.
  • Aflac made up 0.04% of Janiczek Wealth Management's portfolio in Q2 2024, its #205 holding.
  • Janiczek Wealth Management first reported a position in Aflac in Q3 2020 and has held it in 16 quarters since.
  • 1,446 funds tracked by Wall St. Rank held Aflac as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.