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Provence Wealth Management Group’s Aflac AFL Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$64.8K Hold
786
– – 0.03% 204
2023
Q3 		$60.3K Buy
+786
New +$58.3K 0.04% 193

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Provence Wealth Management Group's AFL Position: Q4 2023 in Review

Provence Wealth Management Group held its Aflac (AFL) position steady in Q4 2023 at 786 shares worth $64.8K. The position accounts for 0.03% of the portfolio, ranked #204.

Provence Wealth Management Group first reported a position in AFL in Q3 2023 and has held it in 2 quarters since. 1,416 funds tracked by Wall St. Rank hold AFL as of Q4 2023.

  • Provence Wealth Management Group held 786 shares of Aflac worth $64.8K as of Q4 2023.
  • Provence Wealth Management Group left its Aflac share count unchanged in Q4 2023.
  • Aflac made up 0.03% of Provence Wealth Management Group's portfolio in Q4 2023, its #204 holding.
  • Provence Wealth Management Group first reported a position in Aflac in Q3 2023 and has held it in 2 quarters since.
  • 1,416 funds tracked by Wall St. Rank held Aflac as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.