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Souders Financial Advisors’s Aflac AFL Stock Holding History

Souders Financial 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
2023
Q1 		– Sell
-6,580
Closed -$473K – 147
2022
Q4 		$473K Buy
6,580
+54
+0.8% +$3.62K 0.11% 115
2022
Q3 		$367K Sell
6,526
-2,091
-24% -$123K 0.1% 125
2022
Q2 		$477K Sell
8,617
-2,726
-24% -$161K 0.14% 103
2022
Q1 		$730K Buy
+11,343
New +$710K 0.21% 93

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 $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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Souders Financial Advisors's AFL Position: Q1 2023 in Review

Souders Financial Advisors sold out of Aflac (AFL) in Q1 2023, closing a stake of 6,580 shares — an estimated $473K sold.

Souders Financial Advisors first reported a position in AFL in Q1 2022 and held it in 4 quarters. The position peaked at $730K in Q1 2022. 1,258 funds tracked by Wall St. Rank hold AFL as of Q1 2023.

  • Souders Financial Advisors reported no remaining Aflac position as of Q1 2023 after selling out during the quarter.
  • Souders Financial Advisors sold 6,580 Aflac shares in Q1 2023, an estimated $473K.
  • Souders Financial Advisors first reported a position in Aflac in Q1 2022 and held it in 4 quarters.
  • Souders Financial Advisors's Aflac position peaked at $730K in Q1 2022.
  • 1,258 funds tracked by Wall St. Rank held Aflac as of Q1 2023.

Based on Souders Financial Advisors's 13F filing for Q1 2023, filed 9 May 2023.