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Kerntke Otto McGlone Wealth Management Group’s Aflac AFL Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
Q4 		– Sell
-1,815
Closed -$203K – 78
2024
Q3 		$203K Buy
+1,815
New +$184K 0.17% 77
2021
Q3 		– Sell
-3,737
Closed -$201K – 40
2021
Q2 		$201K Sell
3,737
-233
-6% -$12.7K 0.08% 124
2021
Q1 		$203K Buy
+3,970
New +$190K 0.11% 118

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's AFL Position: Q4 2024 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Aflac (AFL) in Q4 2024, closing a stake of 1,815 shares — an estimated $203K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in AFL in Q1 2021 and held it in 3 quarters. The position peaked at $203K in Q1 2021. 1,579 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining Aflac position as of Q4 2024 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 1,815 Aflac shares in Q4 2024, an estimated $203K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Aflac in Q1 2021 and held it in 3 quarters.
  • Kerntke Otto McGlone Wealth Management Group's Aflac position peaked at $203K in Q1 2021.
  • 1,579 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q4 2024, filed 14 Feb 2025.