Selective Wealth Management’s Aflac AFL Stock Holding History

Selective 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
2022 Q4	–	Sell	-42	Closed	-$2K	–	142
2022 Q3	$2K	Hold	42	–	–	﹤0.01%	656
2022 Q2	$2K	Hold	42	–	–	﹤0.01%	684
2022 Q1	$3K	Hold	42	–	–	﹤0.01%	628
2021 Q4	$2K	Buy	42 +1	+2%	+$56	﹤0.01%	596
2021 Q3	$2K	Hold	41	–	–	﹤0.01%	533
2021 Q2	$2K	Hold	41	–	–	﹤0.01%	452
2021 Q1	$2K	Hold	41	–	–	﹤0.01%	353
2020 Q4	$2K	Buy	41 +1	+3%	+$41	﹤0.01%	331
2020 Q3	$1K	Sell	40 -340	-89%	-$12.4K	﹤0.01%	293
2020 Q2	$13K	Buy	380 +40	+12%	+$1.45K	0.01%	212
2020 Q1	$12K	Hold	340	–	–	0.02%	142
2019 Q4	$18K	Buy	+340	New	+$18K	0.02%	127

Other funds holding AFL

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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Selective Wealth Management's AFL Position: Q4 2022 in Review

Selective Wealth Management sold out of Aflac (AFL) in Q4 2022, closing a stake of 42 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in AFL in Q4 2019 and held it in 12 quarters. The position peaked at $18K in Q4 2019. 1,303 funds tracked by Wall St. Rank hold AFL as of Q4 2022.

Selective Wealth Management reported no remaining Aflac position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 42 Aflac shares in Q4 2022, an estimated $2K.
Selective Wealth Management first reported a position in Aflac in Q4 2019 and held it in 12 quarters.
Selective Wealth Management's Aflac position peaked at $18K in Q4 2019.
1,303 funds tracked by Wall St. Rank held Aflac as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.