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Parisi Gray Wealth Management’s Aflac AFL Stock Holding History

Parisi Gray 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
2021
Q3 		– Sell
-238
Closed -$13K – 141
2021
Q2 		$13K Buy
+238
New +$13K ﹤0.01% 413
2019
Q2 		– Sell
-226
Closed -$11K – 115
2019
Q1 		$11K Buy
+226
New +$10.9K 0.01% 369

Other funds holding AFL

Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Parisi Gray Wealth Management's AFL Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Aflac (AFL) in Q3 2021, closing a stake of 238 shares — an estimated $13K sold.

Parisi Gray Wealth Management first reported a position in AFL in Q1 2019 and held it in 2 quarters. The position peaked at $13K in Q2 2021. 1,067 funds tracked by Wall St. Rank hold AFL as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining Aflac position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 238 Aflac shares in Q3 2021, an estimated $13K.
  • Parisi Gray Wealth Management first reported a position in Aflac in Q1 2019 and held it in 2 quarters.
  • Parisi Gray Wealth Management's Aflac position peaked at $13K in Q2 2021.
  • 1,067 funds tracked by Wall St. Rank held Aflac as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.