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River Wealth Advisors’s Aflac AFL Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-1,704
Closed -$78K – 159
2018
Q4 		$78K Sell
1,704
-883
-34% -$39.3K 0.03% 204
2018
Q3 		$122K Sell
2,587
-287
-10% -$13.1K 0.05% 191
2018
Q2 		$124K Buy
+2,874
New +$129K 0.05% 187

Other funds holding AFL

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 $3.37T 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

River Wealth Advisors's AFL Position: Q1 2019 in Review

River Wealth Advisors sold out of Aflac (AFL) in Q1 2019, closing a stake of 1,704 shares — an estimated $78K sold.

River Wealth Advisors first reported a position in AFL in Q2 2018 and held it in 3 quarters. The position peaked at $124K in Q2 2018. 1,050 funds tracked by Wall St. Rank hold AFL as of Q1 2019.

  • River Wealth Advisors reported no remaining Aflac position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 1,704 Aflac shares in Q1 2019, an estimated $78K.
  • River Wealth Advisors first reported a position in Aflac in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Aflac position peaked at $124K in Q2 2018.
  • 1,050 funds tracked by Wall St. Rank held Aflac as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.