Nicolet Advisory Services’s Aflac AFL Stock Holding History

Nicolet Advisory Services’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 Q2	–	Sell	-3,852	Closed	-$249K	–	310
2023 Q1	$249K	Sell	3,852 -35	-0.9%	-$2.4K	0.03%	237
2022 Q4	$280K	Buy	3,887 +342	+10%	+$22.9K	0.04%	188
2022 Q3	$206K	Buy	+3,545	New	+$209K	0.03%	179
2022 Q2	–	Sell	-3,524	Closed	-$231K	–	188
2022 Q1	$231K	Buy	3,524 +11	+0.3%	+$689	0.03%	183
2021 Q4	$205K	Buy	+3,513	New	+$197K	0.03%	198
2020 Q3	–	Sell	-7,805	Closed	-$281K	–	182
2020 Q2	$281K	Buy	+7,805	New	+$282K	0.04%	159

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

Nicolet Advisory Services's AFL Position: Q2 2023 in Review

Nicolet Advisory Services sold out of Aflac (AFL) in Q2 2023, closing a stake of 3,852 shares — an estimated $249K sold.

Nicolet Advisory Services first reported a position in AFL in Q2 2020 and held it in 6 quarters. The position peaked at $281K in Q2 2020. 1,272 funds tracked by Wall St. Rank hold AFL as of Q2 2023.

Nicolet Advisory Services reported no remaining Aflac position as of Q2 2023 after selling out during the quarter.
Nicolet Advisory Services sold 3,852 Aflac shares in Q2 2023, an estimated $249K.
Nicolet Advisory Services first reported a position in Aflac in Q2 2020 and held it in 6 quarters.
Nicolet Advisory Services's Aflac position peaked at $281K in Q2 2020.
1,272 funds tracked by Wall St. Rank held Aflac as of Q2 2023.

Based on Nicolet Advisory Services's 13F filing for Q2 2023, filed 9 Aug 2023.