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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return