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Meridian Wealth Management’s Aflac AFL Stock Holding History

Meridian 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
2024
Q1 		– Sell
-2,802
Closed -$231K – 204
2023
Q4 		$231K Buy
+2,802
New +$226K 0.01% 543
2019
Q3 		– Sell
-1,200
Closed -$65.8K – 208
2019
Q2 		$65.8K Buy
+1,200
New +$61.9K 0.03% 332

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

Meridian Wealth Management's AFL Position: Q1 2024 in Review

Meridian Wealth Management sold out of Aflac (AFL) in Q1 2024, closing a stake of 2,802 shares — an estimated $231K sold.

Meridian Wealth Management first reported a position in AFL in Q2 2019 and held it in 2 quarters. The position peaked at $231K in Q4 2023. 1,423 funds tracked by Wall St. Rank hold AFL as of Q1 2024.

  • Meridian Wealth Management reported no remaining Aflac position as of Q1 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 2,802 Aflac shares in Q1 2024, an estimated $231K.
  • Meridian Wealth Management first reported a position in Aflac in Q2 2019 and held it in 2 quarters.
  • Meridian Wealth Management's Aflac position peaked at $231K in Q4 2023.
  • 1,423 funds tracked by Wall St. Rank held Aflac as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.