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Life Planning Partners’s Aflac AFL Stock Holding History

Life Planning Partners’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
-650
Closed -$53.6K – 66
2023
Q4 		$53.6K Buy
+650
New +$52.4K 0.05% 101
2022
Q3 		$36.5K Hold
650
– – 0.04% 97
2022
Q2 		$36K Hold
650
– – 0.04% 99
2022
Q1 		$42K Hold
650
– – 0.04% 97
2021
Q4 		$38K Buy
+650
New +$36.4K 0.04% 96

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
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

Life Planning Partners's AFL Position: Q1 2024 in Review

Life Planning Partners sold out of Aflac (AFL) in Q1 2024, closing a stake of 650 shares — an estimated $53.6K sold.

Life Planning Partners first reported a position in AFL in Q4 2021 and held it in 5 quarters. The position peaked at $53.6K in Q4 2023. 1,423 funds tracked by Wall St. Rank hold AFL as of Q1 2024.

  • Life Planning Partners reported no remaining Aflac position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 650 Aflac shares in Q1 2024, an estimated $53.6K.
  • Life Planning Partners first reported a position in Aflac in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Aflac position peaked at $53.6K in Q4 2023.
  • 1,423 funds tracked by Wall St. Rank held Aflac as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.