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Point View Wealth Management’s Aflac AFL Stock Holding History

Point View 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
2020
Q4 		$459K Buy
10,316
+2,974
+41% +$122K 0.19% 164
2020
Q3 		$267K Buy
7,342
+1,018
+16% +$37.1K 0.13% 202
2020
Q2 		$228K Sell
6,324
-260
-4% -$9.39K 0.11% 220
2020
Q1 		$225K Sell
6,584
-262
-4% -$12K 0.12% 204
2019
Q4 		$362K Buy
6,846
+160
+2% +$8.49K 0.15% 187
2019
Q3 		$350K Sell
6,686
-295
-4% -$15.6K 0.16% 177
2019
Q2 		$383K Hold
6,981
– – 0.16% 167
2019
Q1 		$349K Sell
6,981
-120
-2% -$5.78K 0.16% 176
2018
Q4 		$324K Hold
7,101
– – 0.16% 171
2018
Q3 		$334K Hold
7,101
– – 0.15% 182
2018
Q2 		$305K Sell
7,101
-109
-2% -$4.9K 0.14% 190
2018
Q1 		$316K Sell
7,210
-346
-5% -$15.3K 0.15% 179
2017
Q4 		$332K Sell
7,556
-1,004
-12% -$42.9K 0.16% 172
2017
Q3 		$349K Sell
8,560
-1,678
-16% -$67.6K 0.17% 169
2017
Q2 		$398K Sell
10,238
-460
-4% -$17.3K 0.2% 155
2017
Q1 		$387K Buy
10,698
+1,582
+17% +$56.1K 0.2% 154
2016
Q4 		$317K Sell
9,116
-986
-10% -$34.7K 0.18% 163
2016
Q3 		$363K Sell
10,102
-4
-0% -$146 0.22% 146
2016
Q2 		$365K Sell
10,106
-120
-1% -$4.1K 0.22% 140
2016
Q1 		$323K Buy
10,226
+1,232
+14% +$36.6K 0.21% 150
2015
Q4 		$269K Sell
8,994
-104
-1% -$3.24K 0.19% 156
2015
Q3 		$264K Sell
9,098
-1,382
-13% -$41.8K 0.21% 147
2015
Q2 		$326K Hold
10,480
– – 0.25% 132
2015
Q1 		$335K Buy
10,480
+1,020
+11% +$31.1K 0.26% 129
2014
Q4 		$289K Buy
9,460
+1,806
+24% +$53.3K 0.22% 138
2014
Q3 		$223K Buy
7,654
+576
+8% +$17.5K 0.19% 157
2014
Q2 		$220K Sell
7,078
-120
-2% -$3.74K 0.19% 163
2014
Q1 		$226K Hold
7,198
– – 0.21% 151
2013
Q4 		$240K Buy
+7,198
New +$236K 0.23% 146

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Point View Wealth Management's AFL Position: Q4 2020 in Review

Point View Wealth Management increased its Aflac (AFL) stake by 41% in Q4 2020, buying an estimated $122K and bringing the position to 10,316 shares worth $459K. The position accounts for 0.19% of the portfolio, ranked #164.

Point View Wealth Management first reported a position in AFL in Q4 2013 and has held it in 29 quarters since. 1,044 funds tracked by Wall St. Rank hold AFL as of Q4 2020.

  • Point View Wealth Management held 10,316 shares of Aflac worth $459K as of Q4 2020.
  • Point View Wealth Management bought 2,974 Aflac shares in Q4 2020, an estimated $122K.
  • Aflac made up 0.19% of Point View Wealth Management's portfolio in Q4 2020, its #164 holding.
  • Point View Wealth Management first reported a position in Aflac in Q4 2013 and has held it in 29 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Aflac as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.