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Leading Edge Financial Planning’s Aflac AFL Stock Holding History

Leading Edge Financial Planning’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
2023
Q4 		– Sell
-3,958
Closed -$304K – 61
2023
Q3 		$304K Buy
3,958
+21
+0.5% +$1.56K 0.19% 50
2023
Q2 		$275K Buy
3,937
+24
+0.6% +$1.61K 0.18% 50
2023
Q1 		$252K Buy
3,913
+22
+0.6% +$1.51K 0.18% 58
2022
Q4 		$280K Buy
+3,891
New +$261K 0.24% 51

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 $3.38T 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Leading Edge Financial Planning's AFL Position: Q4 2023 in Review

Leading Edge Financial Planning sold out of Aflac (AFL) in Q4 2023, closing a stake of 3,958 shares — an estimated $304K sold.

Leading Edge Financial Planning first reported a position in AFL in Q4 2022 and held it in 4 quarters. The position peaked at $304K in Q3 2023. 1,417 funds tracked by Wall St. Rank hold AFL as of Q4 2023.

  • Leading Edge Financial Planning reported no remaining Aflac position as of Q4 2023 after selling out during the quarter.
  • Leading Edge Financial Planning sold 3,958 Aflac shares in Q4 2023, an estimated $304K.
  • Leading Edge Financial Planning first reported a position in Aflac in Q4 2022 and held it in 4 quarters.
  • Leading Edge Financial Planning's Aflac position peaked at $304K in Q3 2023.
  • 1,417 funds tracked by Wall St. Rank held Aflac as of Q4 2023.

Based on Leading Edge Financial Planning's 13F filing for Q4 2023, filed 13 Feb 2024.