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Leo Wealth LLC’s Aflac AFL Stock Holding History

Leo Wealth LLC’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
Q1 		– Sell
-3,768
Closed -$311K – 334
2023
Q4 		$311K Buy
+3,768
New +$304K 0.03% 256

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
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

Leo Wealth LLC's AFL Position: Q1 2024 in Review

Leo Wealth LLC sold out of Aflac (AFL) in Q1 2024, closing a stake of 3,768 shares — an estimated $311K sold.

Leo Wealth LLC first reported a position in AFL in Q4 2023 and held it in 1 quarter. The position peaked at $311K in Q4 2023. 1,422 funds tracked by Wall St. Rank hold AFL as of Q1 2024.

  • Leo Wealth LLC reported no remaining Aflac position as of Q1 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 3,768 Aflac shares in Q1 2024, an estimated $311K.
  • Leo Wealth LLC first reported a position in Aflac in Q4 2023 and held it in 1 quarter.
  • Leo Wealth LLC's Aflac position peaked at $311K in Q4 2023.
  • 1,422 funds tracked by Wall St. Rank held Aflac as of Q1 2024.

Based on Leo Wealth LLC's 13F filing for Q1 2024, filed 9 May 2024.