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Personal Capital Advisors’s Aflac AFL Stock Holding History

Personal Capital 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
2022
Q4 		$317K Sell
4,406
-237
-5% -$15.9K ﹤0.01% 373
2022
Q3 		$261K Sell
4,643
-131
-3% -$7.71K ﹤0.01% 388
2022
Q2 		$264K Sell
4,774
-110
-2% -$6.49K ﹤0.01% 372
2022
Q1 		$314K Sell
4,884
-156
-3% -$9.77K ﹤0.01% 380
2021
Q4 		$294K Buy
5,040
+149
+3% +$8.35K ﹤0.01% 443
2021
Q3 		$255K Sell
4,891
-14
-0.3% -$765 ﹤0.01% 440
2021
Q2 		$263K Sell
4,905
-20
-0.4% -$1.09K ﹤0.01% 419
2021
Q1 		$252K Sell
4,925
-711
-13% -$34.1K ﹤0.01% 423
2020
Q4 		$251K Buy
+5,636
New +$231K ﹤0.01% 408
2020
Q2 		– Sell
-16,900
Closed -$88K – 363
2020
Q1 		$88K Buy
+16,900
New +$772K ﹤0.01% 336

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Personal Capital Advisors's AFL Position: Q4 2022 in Review

Personal Capital Advisors reduced its Aflac (AFL) stake by 5.1% in Q4 2022, selling an estimated $15.9K and leaving 4,406 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Personal Capital Advisors first reported a position in AFL in Q1 2020 and has held it in 10 quarters since. 1,303 funds tracked by Wall St. Rank hold AFL as of Q4 2022.

  • Personal Capital Advisors held 4,406 shares of Aflac worth $317K as of Q4 2022.
  • Personal Capital Advisors sold 237 Aflac shares in Q4 2022, an estimated $15.9K.
  • Aflac made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #373 holding.
  • Personal Capital Advisors first reported a position in Aflac in Q1 2020 and has held it in 10 quarters since.
  • 1,303 funds tracked by Wall St. Rank held Aflac as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.