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Liberty Wealth Management’s Aflac AFL Stock Holding History

Liberty 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
2021
Q4 		– Sell
-114
Closed -$6K – 187
2021
Q3 		$6K Buy
114
+30
+36% +$1.64K ﹤0.01% 899
2021
Q2 		$4K Buy
84
+1
+1% +$55 ﹤0.01% 815
2021
Q1 		$8K Hold
83
– – ﹤0.01% 627
2020
Q4 		$3K Hold
83
– – ﹤0.01% 747
2020
Q3 		$3K Hold
83
– – ﹤0.01% 687
2020
Q2 		$3K Hold
83
– – ﹤0.01% 678
2020
Q1 		$3K Sell
83
-703
-89% -$32.1K ﹤0.01% 655
2019
Q4 		$41K Buy
786
+704
+859% +$37.4K 0.03% 282
2019
Q3 		$4K Buy
82
+54
+193% +$2.85K ﹤0.01% 655
2019
Q2 		$2K Hold
28
– – ﹤0.01% 740
2019
Q1 		$1K Buy
+28
New +$1.35K ﹤0.01% 654

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Liberty Wealth Management's AFL Position: Q4 2021 in Review

Liberty Wealth Management sold out of Aflac (AFL) in Q4 2021, closing a stake of 114 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in AFL in Q1 2019 and held it in 11 quarters. The position peaked at $41K in Q4 2019. 1,148 funds tracked by Wall St. Rank hold AFL as of Q4 2021.

  • Liberty Wealth Management reported no remaining Aflac position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 114 Aflac shares in Q4 2021, an estimated $6K.
  • Liberty Wealth Management first reported a position in Aflac in Q1 2019 and held it in 11 quarters.
  • Liberty Wealth Management's Aflac position peaked at $41K in Q4 2019.
  • 1,148 funds tracked by Wall St. Rank held Aflac as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.