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Realta Investment Advisors’s Aflac AFL Stock Holding History

Realta Investment 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
Q1 		– Sell
-2,799
Closed -$231K – 801
2023
Q4 		$231K Buy
+2,799
New +$226K 0.05% 376
2020
Q1 		– Sell
-883
Closed -$49K – 318
2019
Q4 		$49K Sell
883
-501
-36% -$26.6K 0.01% 665
2019
Q3 		$73K Buy
+1,384
New +$73.1K 0.02% 568
2019
Q2 		– Sell
-1,248
Closed -$64K – 1692
2019
Q1 		$64K Buy
+1,248
New +$60.1K 0.03% 490

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 $3.38T AUM 44.17% 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

Realta Investment Advisors's AFL Position: Q1 2024 in Review

Realta Investment Advisors sold out of Aflac (AFL) in Q1 2024, closing a stake of 2,799 shares — an estimated $231K sold.

Realta Investment Advisors first reported a position in AFL in Q1 2019 and held it in 4 quarters. The position peaked at $231K in Q4 2023. 1,423 funds tracked by Wall St. Rank hold AFL as of Q1 2024.

  • Realta Investment Advisors reported no remaining Aflac position as of Q1 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 2,799 Aflac shares in Q1 2024, an estimated $231K.
  • Realta Investment Advisors first reported a position in Aflac in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Aflac position peaked at $231K in Q4 2023.
  • 1,423 funds tracked by Wall St. Rank held Aflac as of Q1 2024.

Based on Realta Investment Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.