Monograph Wealth Advisors’s Aflac AFL Stock Holding History

Monograph Wealth 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
2024 Q2	–	Sell	-8,000	Closed	-$687K	–	109
2024 Q1	$687K	Buy	+8,000	New	+$656K	0.1%	75

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Monograph Wealth Advisors's AFL Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Aflac (AFL) in Q2 2024, closing a stake of 8,000 shares — an estimated $687K sold.

Monograph Wealth Advisors first reported a position in AFL in Q1 2024 and held it in 1 quarter. The position peaked at $687K in Q1 2024. 1,446 funds tracked by Wall St. Rank hold AFL as of Q2 2024.

Monograph Wealth Advisors reported no remaining Aflac position as of Q2 2024 after selling out during the quarter.
Monograph Wealth Advisors sold 8,000 Aflac shares in Q2 2024, an estimated $687K.
Monograph Wealth Advisors first reported a position in Aflac in Q1 2024 and held it in 1 quarter.
Monograph Wealth Advisors's Aflac position peaked at $687K in Q1 2024.
1,446 funds tracked by Wall St. Rank held Aflac as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.