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MWM
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
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1-Year Est. Return
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$5.7T AUM
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
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$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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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