MinichMacGregor Wealth Management’s Aflac AFL Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-370	Closed	-$26.6K	–	109
2022 Q4	$26.6K	Buy	+370	New	+$24.8K	0.01%	256
2018 Q4	–	Sell	-206	Closed	-$9K	–	100
2018 Q3	$9K	Sell	206 -38	-16%	-$1.74K	0.01%	323
2018 Q2	$10K	Hold	244	–	–	0.01%	296
2018 Q1	$10K	Hold	244	–	–	0.01%	301
2017 Q4	$10K	Hold	244	–	–	0.01%	296
2017 Q3	$9K	Hold	244	–	–	0.01%	293
2017 Q2	$9K	Hold	244	–	–	0.01%	281
2017 Q1	$8K	Hold	244	–	–	0.01%	296
2016 Q4	$8K	Hold	244	–	–	0.01%	281
2016 Q3	$8K	Hold	244	–	–	0.01%	290
2016 Q2	$8K	Sell	244 -136	-36%	-$4.64K	0.01%	279
2016 Q1	$12K	Buy	380 +38	+11%	+$1.13K	0.01%	216
2015 Q4	$10K	Buy	+342	New	+$10.6K	0.01%	230

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

MinichMacGregor Wealth Management's AFL Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Aflac (AFL) in Q1 2023, closing a stake of 370 shares — an estimated $26.6K sold.

MinichMacGregor Wealth Management first reported a position in AFL in Q4 2015 and held it in 13 quarters. The position peaked at $26.6K in Q4 2022. 1,258 funds tracked by Wall St. Rank hold AFL as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Aflac position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 370 Aflac shares in Q1 2023, an estimated $26.6K.
MinichMacGregor Wealth Management first reported a position in Aflac in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Aflac position peaked at $26.6K in Q4 2022.
1,258 funds tracked by Wall St. Rank held Aflac as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.