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Red Door Wealth Management’s Aflac AFL Stock Holding History

Red Door 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
2021
Q3 		– Sell
-880
Closed -$47K – 168
2021
Q2 		$47K Buy
+880
New +$48K 0.02% 262
2020
Q3 		– Sell
-600
Closed -$21K – 114
2020
Q2 		$21K Hold
600
– – 0.02% 243
2020
Q1 		$20K Buy
+600
New +$27.4K 0.02% 228

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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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Red Door Wealth Management's AFL Position: Q3 2021 in Review

Red Door Wealth Management sold out of Aflac (AFL) in Q3 2021, closing a stake of 880 shares — an estimated $47K sold.

Red Door Wealth Management first reported a position in AFL in Q1 2020 and held it in 3 quarters. The position peaked at $47K in Q2 2021. 1,067 funds tracked by Wall St. Rank hold AFL as of Q3 2021.

  • Red Door Wealth Management reported no remaining Aflac position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 880 Aflac shares in Q3 2021, an estimated $47K.
  • Red Door Wealth Management first reported a position in Aflac in Q1 2020 and held it in 3 quarters.
  • Red Door Wealth Management's Aflac position peaked at $47K in Q2 2021.
  • 1,067 funds tracked by Wall St. Rank held Aflac as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.