Lumature Wealth Partners’s Aflac AFL Stock Holding History

Lumature Wealth 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
2023 Q2	$438K	Sell	6,271 -58	-0.9%	-$3.88K	0.26%	76
2023 Q1	$408K	Sell	6,329 -32	-0.5%	-$2.19K	0.23%	76
2022 Q4	$458K	Sell	6,361 -148	-2%	-$9.91K	0.26%	74
2022 Q3	$366K	Buy	6,509 +195	+3%	+$11.5K	0.2%	91
2022 Q2	$349K	Buy	6,314 +467	+8%	+$27.6K	0.16%	102
2022 Q1	$376K	Buy	5,847 +3,797	+185%	+$238K	0.15%	106
2021 Q4	$120K	Hold	2,050	–	–	0.05%	166
2021 Q3	$107K	Sell	2,050 -19,688	-91%	-$1.08M	0.04%	171
2021 Q2	$1.17M	Buy	21,738 +19,688	+960%	+$1.07M	0.48%	39
2021 Q1	$105K	Buy	+2,050	New	+$98.4K	0.06%	165

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lumature Wealth Partners's AFL Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Aflac (AFL) stake by 0.92% in Q2 2023, selling an estimated $3.88K and leaving 6,271 shares worth $438K. The position accounts for 0.26% of the portfolio, ranked #76.

Lumature Wealth Partners first reported a position in AFL in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.17M in Q2 2021. 1,272 funds tracked by Wall St. Rank hold AFL as of Q2 2023.

Lumature Wealth Partners held 6,271 shares of Aflac worth $438K as of Q2 2023.
Lumature Wealth Partners sold 58 Aflac shares in Q2 2023, an estimated $3.88K.
Aflac made up 0.26% of Lumature Wealth Partners's portfolio in Q2 2023, its #76 holding.
Lumature Wealth Partners first reported a position in Aflac in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Aflac position peaked at $1.17M in Q2 2021.
1,272 funds tracked by Wall St. Rank held Aflac as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.