Okabena Investment Services’s Aflac AFL Stock Holding History

Okabena Investment 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	-42	Closed	-$2.71K	–	153
2023 Q1	$2.71K	Buy	+42	New	+$2.88K	﹤0.01%	158

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 $3.38T 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

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

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

Okabena Investment Services's AFL Position: Q2 2023 in Review

Okabena Investment Services sold out of Aflac (AFL) in Q2 2023, closing a stake of 42 shares — an estimated $2.71K sold.

Okabena Investment Services first reported a position in AFL in Q1 2023 and held it in 1 quarter. The position peaked at $2.71K in Q1 2023. 1,272 funds tracked by Wall St. Rank hold AFL as of Q2 2023.

Okabena Investment Services reported no remaining Aflac position as of Q2 2023 after selling out during the quarter.
Okabena Investment Services sold 42 Aflac shares in Q2 2023, an estimated $2.71K.
Okabena Investment Services first reported a position in Aflac in Q1 2023 and held it in 1 quarter.
Okabena Investment Services's Aflac position peaked at $2.71K in Q1 2023.
1,272 funds tracked by Wall St. Rank held Aflac as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.