New Wave Wealth Advisors’s Aflac AFL Stock Holding History

New Wave 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
2025 Q1	–	Sell	-62	Closed	-$6.41K	–	147
2024 Q4	$6.41K	Buy	+62	New	+$6.76K	﹤0.01%	401

Other funds holding AFL

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 $3.38T AUM 44.17% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

New Wave Wealth Advisors's AFL Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Aflac (AFL) in Q1 2025, closing a stake of 62 shares — an estimated $6.41K sold.

New Wave Wealth Advisors first reported a position in AFL in Q4 2024 and held it in 1 quarter. The position peaked at $6.41K in Q4 2024. 1,630 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

New Wave Wealth Advisors reported no remaining Aflac position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 62 Aflac shares in Q1 2025, an estimated $6.41K.
New Wave Wealth Advisors first reported a position in Aflac in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Aflac position peaked at $6.41K in Q4 2024.
1,630 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.