Lucia Wealth Services’s Aflac AFL Stock Holding History

Lucia Wealth Services’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
2020 Q3	$828K	Buy	22,789 +2,599	+13%	+$94.6K	0.19%	86
2020 Q2	$727K	Sell	20,190 -288	-1%	-$10.4K	0.19%	85
2020 Q1	$701K	Buy	20,478 +6,637	+48%	+$303K	0.23%	77
2019 Q4	$732K	Buy	13,841 +111	+0.8%	+$5.89K	0.22%	75
2019 Q3	$718K	Sell	13,730 -407	-3%	-$21.5K	0.24%	72
2019 Q2	$775K	Sell	14,137 -3,113	-18%	-$160K	0.27%	64
2019 Q1	$863K	Buy	17,250 +6,982	+68%	+$336K	0.3%	71
2018 Q4	$468K	Sell	10,268 -8,050	-44%	-$358K	0.22%	78
2018 Q3	$862K	Sell	18,318 -206	-1%	-$9.43K	0.27%	82
2018 Q2	$797K	Buy	+18,524	New	+$832K	0.35%	67

Other funds holding AFL

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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lucia Wealth Services's AFL Position: Q3 2020 in Review

Lucia Wealth Services increased its Aflac (AFL) stake by 13% in Q3 2020, buying an estimated $94.6K and bringing the position to 22,789 shares worth $828K. The position accounts for 0.19% of the portfolio, ranked #86.

Lucia Wealth Services first reported a position in AFL in Q2 2018 and has held it in 10 quarters since. The position peaked at $863K in Q1 2019. 940 funds tracked by Wall St. Rank hold AFL as of Q3 2020.

Lucia Wealth Services held 22,789 shares of Aflac worth $828K as of Q3 2020.
Lucia Wealth Services bought 2,599 Aflac shares in Q3 2020, an estimated $94.6K.
Aflac made up 0.19% of Lucia Wealth Services's portfolio in Q3 2020, its #86 holding.
Lucia Wealth Services first reported a position in Aflac in Q2 2018 and has held it in 10 quarters since.
Lucia Wealth Services's Aflac position peaked at $863K in Q1 2019.
940 funds tracked by Wall St. Rank held Aflac as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.