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Platte River Wealth Advisors’s Aflac AFL Stock Holding History

Platte River Wealth 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
2024
Q3 		$313K Hold
2,800
– – 0.08% 80
2024
Q2 		$250K Hold
2,800
– – 0.07% 87
2024
Q1 		$240K Hold
2,800
– – 0.07% 86
2023
Q4 		$231K Hold
2,800
– – 0.08% 93
2023
Q3 		$215K Buy
+2,800
New +$208K 0.08% 90
2023
Q1 		– Sell
-2,800
Closed -$201K – 93
2022
Q4 		$201K Buy
+2,800
New +$187K 0.09% 86

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Platte River Wealth Advisors's AFL Position: Q3 2024 in Review

Platte River Wealth Advisors held its Aflac (AFL) position steady in Q3 2024 at 2,800 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #80.

Platte River Wealth Advisors first reported a position in AFL in Q4 2022 and has held it in 6 quarters since. 1,550 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

  • Platte River Wealth Advisors held 2,800 shares of Aflac worth $313K as of Q3 2024.
  • Platte River Wealth Advisors left its Aflac share count unchanged in Q3 2024.
  • Aflac made up 0.08% of Platte River Wealth Advisors's portfolio in Q3 2024, its #80 holding.
  • Platte River Wealth Advisors first reported a position in Aflac in Q4 2022 and has held it in 6 quarters since.
  • 1,550 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.