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Personal CFO Solutions’s Aflac AFL Stock Holding History

Personal CFO Solutions’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
2024
Q1 		– Sell
-3,317
Closed -$274K – 543
2023
Q4 		$274K Buy
3,317
+16
+0.5% +$1.29K 0.05% 395
2023
Q3 		$253K Buy
3,301
+40
+1% +$2.97K 0.05% 368
2023
Q2 		$228K Buy
3,261
+66
+2% +$4.42K 0.05% 414
2023
Q1 		$206K Buy
+3,195
New +$219K 0.04% 441
2020
Q1 		– Sell
-4,748
Closed -$251K – 279
2019
Q4 		$251K Buy
+4,748
New +$252K 0.07% 259

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Personal CFO Solutions's AFL Position: Q1 2024 in Review

Personal CFO Solutions sold out of Aflac (AFL) in Q1 2024, closing a stake of 3,317 shares — an estimated $274K sold.

Personal CFO Solutions first reported a position in AFL in Q4 2019 and held it in 5 quarters. The position peaked at $274K in Q4 2023. 1,422 funds tracked by Wall St. Rank hold AFL as of Q1 2024.

  • Personal CFO Solutions reported no remaining Aflac position as of Q1 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 3,317 Aflac shares in Q1 2024, an estimated $274K.
  • Personal CFO Solutions first reported a position in Aflac in Q4 2019 and held it in 5 quarters.
  • Personal CFO Solutions's Aflac position peaked at $274K in Q4 2023.
  • 1,422 funds tracked by Wall St. Rank held Aflac as of Q1 2024.

Based on Personal CFO Solutions's 13F filing for Q1 2024, filed 13 May 2024.