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Spartan Planning & Wealth Management’s Aflac AFL Stock Holding History

Spartan Planning & 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
Q2 		– Sell
-177
Closed -$11K – 90
2022
Q1 		$11K Buy
+177
New +$11.1K 0.01% 108

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 $3.38T 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Spartan Planning & Wealth Management's AFL Position: Q2 2022 in Review

Spartan Planning & Wealth Management sold out of Aflac (AFL) in Q2 2022, closing a stake of 177 shares — an estimated $11K sold.

Spartan Planning & Wealth Management first reported a position in AFL in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 1,176 funds tracked by Wall St. Rank hold AFL as of Q2 2022.

  • Spartan Planning & Wealth Management reported no remaining Aflac position as of Q2 2022 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 177 Aflac shares in Q2 2022, an estimated $11K.
  • Spartan Planning & Wealth Management first reported a position in Aflac in Q1 2022 and held it in 1 quarter.
  • Spartan Planning & Wealth Management's Aflac position peaked at $11K in Q1 2022.
  • 1,176 funds tracked by Wall St. Rank held Aflac as of Q2 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.