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Richard W. Paul & Associates’s Aflac AFL Stock Holding History

Richard W. Paul & Associates’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
Q2 		– Sell
-200
Closed -$17.2K – 500
2024
Q1 		$17.2K Hold
200
– – 0.01% 274
2023
Q4 		$16.5K Buy
+200
New +$16.1K 0.01% 266
2023
Q3 		– Sell
-18
Closed -$1.26K – 516
2023
Q2 		$1.26K Hold
18
– – ﹤0.01% 461
2023
Q1 		$1.16K Sell
18
-1
-5% -$68 ﹤0.01% 470
2022
Q4 		$1.37K Buy
+19
New +$1.27K ﹤0.01% 451

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Richard W. Paul & Associates's AFL Position: Q2 2024 in Review

Richard W. Paul & Associates sold out of Aflac (AFL) in Q2 2024, closing a stake of 200 shares — an estimated $17.2K sold.

Richard W. Paul & Associates first reported a position in AFL in Q4 2022 and held it in 5 quarters. The position peaked at $17.2K in Q1 2024. 1,447 funds tracked by Wall St. Rank hold AFL as of Q2 2024.

  • Richard W. Paul & Associates reported no remaining Aflac position as of Q2 2024 after selling out during the quarter.
  • Richard W. Paul & Associates sold 200 Aflac shares in Q2 2024, an estimated $17.2K.
  • Richard W. Paul & Associates first reported a position in Aflac in Q4 2022 and held it in 5 quarters.
  • Richard W. Paul & Associates's Aflac position peaked at $17.2K in Q1 2024.
  • 1,447 funds tracked by Wall St. Rank held Aflac as of Q2 2024.

Based on Richard W. Paul & Associates's 13F filing for Q2 2024, filed 23 Jul 2024.