Marcum Wealth’s Aflac AFL Stock Holding History

Marcum Wealth’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
2022 Q2	–	Sell	-3,474	Closed	-$224K	–	381
2022 Q1	$224K	Buy	+3,474	New	+$217K	0.03%	298

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Marcum Wealth's AFL Position: Q2 2022 in Review

Marcum Wealth sold out of Aflac (AFL) in Q2 2022, closing a stake of 3,474 shares — an estimated $224K sold.

Marcum Wealth first reported a position in AFL in Q1 2022 and held it in 1 quarter. The position peaked at $224K in Q1 2022. 1,176 funds tracked by Wall St. Rank hold AFL as of Q2 2022.

Marcum Wealth reported no remaining Aflac position as of Q2 2022 after selling out during the quarter.
Marcum Wealth sold 3,474 Aflac shares in Q2 2022, an estimated $224K.
Marcum Wealth first reported a position in Aflac in Q1 2022 and held it in 1 quarter.
Marcum Wealth's Aflac position peaked at $224K in Q1 2022.
1,176 funds tracked by Wall St. Rank held Aflac as of Q2 2022.

Based on Marcum Wealth's 13F filing for Q2 2022, filed 14 Jul 2022.