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Laurel Wealth Advisors (California)’s Aflac AFL Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$846K Sell
11,758
-1,136
-9% -$76.1K 0.08% 252
2022
Q3 		$724K Sell
12,894
-31
-0.2% -$1.82K 0.08% 272
2022
Q2 		$716K Sell
12,925
-185
-1% -$10.9K 0.07% 274
2022
Q1 		$844K Sell
13,110
-76
-0.6% -$4.76K 0.07% 275
2021
Q4 		$770K Buy
+13,186
New +$739K 0.06% 326
2021
Q3 		– Sell
-8,651
Closed -$464K – 444
2021
Q2 		$464K Sell
8,651
-107
-1% -$5.83K 0.06% 292
2021
Q1 		$448K Sell
8,758
-16
-0.2% -$768 0.07% 276
2020
Q4 		$390K Buy
8,774
+40
+0.5% +$1.64K 0.06% 292
2020
Q3 		$317K Buy
8,734
+79
+0.9% +$2.88K 0.05% 288
2020
Q2 		$312K Buy
8,655
+25
+0.3% +$903 0.06% 277
2020
Q1 		$296K Sell
8,630
-217
-2% -$9.92K 0.07% 276
2019
Q4 		$468K Sell
8,847
-433
-5% -$23K 0.08% 266
2019
Q3 		$486K Buy
+9,280
New +$490K 0.08% 256
2018
Q3 		– Sell
-5,226
Closed -$224K – 424
2018
Q2 		$224K Sell
5,226
-55
-1% -$2.47K 0.06% 339
2018
Q1 		$231K Sell
5,281
-1,619
-23% -$71.6K 0.07% 294
2017
Q4 		$302K Buy
+6,900
New +$295K 0.09% 250

Other funds holding AFL

Vanguard Group
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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AFL Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Aflac (AFL) stake by 8.8% in Q4 2022, selling an estimated $76.1K and leaving 11,758 shares worth $846K. The position accounts for 0.08% of the portfolio, ranked #252.

Laurel Wealth Advisors (California) first reported a position in AFL in Q4 2017 and has held it in 16 quarters since. 1,303 funds tracked by Wall St. Rank hold AFL as of Q4 2022.

  • Laurel Wealth Advisors (California) held 11,758 shares of Aflac worth $846K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 1,136 Aflac shares in Q4 2022, an estimated $76.1K.
  • Aflac made up 0.08% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #252 holding.
  • Laurel Wealth Advisors (California) first reported a position in Aflac in Q4 2017 and has held it in 16 quarters since.
  • 1,303 funds tracked by Wall St. Rank held Aflac as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.