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Milestone Investment Advisors’s Aflac AFL Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-680
Closed -$52.2K – 137
2023
Q3 		$52.2K Buy
+680
New +$50.5K 0.01% 194
2023
Q2 		– Sell
-680
Closed -$43.9K – 133
2023
Q1 		$43.9K Buy
+680
New +$46.5K 0.01% 213

Other funds holding AFL

Vanguard Group
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
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

Milestone Investment Advisors's AFL Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Aflac (AFL) in Q4 2023, closing a stake of 680 shares — an estimated $52.2K sold.

Milestone Investment Advisors first reported a position in AFL in Q1 2023 and held it in 2 quarters. The position peaked at $52.2K in Q3 2023. 1,417 funds tracked by Wall St. Rank hold AFL as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Aflac position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 680 Aflac shares in Q4 2023, an estimated $52.2K.
  • Milestone Investment Advisors first reported a position in Aflac in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Aflac position peaked at $52.2K in Q3 2023.
  • 1,417 funds tracked by Wall St. Rank held Aflac as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.