SFP
AFL icon

Sterling Financial Planning’s Aflac AFL Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-1,000
Closed -$52K – 106
2021
Q3 		$52K Buy
1,000
+500
+100% +$27.3K 0.03% 181
2021
Q2 		$27K Buy
+500
New +$27.3K 0.02% 231

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sterling Financial Planning's AFL Position: Q4 2021 in Review

Sterling Financial Planning sold out of Aflac (AFL) in Q4 2021, closing a stake of 1,000 shares — an estimated $52K sold.

Sterling Financial Planning first reported a position in AFL in Q2 2021 and held it in 2 quarters. The position peaked at $52K in Q3 2021. 1,148 funds tracked by Wall St. Rank hold AFL as of Q4 2021.

  • Sterling Financial Planning reported no remaining Aflac position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,000 Aflac shares in Q4 2021, an estimated $52K.
  • Sterling Financial Planning first reported a position in Aflac in Q2 2021 and held it in 2 quarters.
  • Sterling Financial Planning's Aflac position peaked at $52K in Q3 2021.
  • 1,148 funds tracked by Wall St. Rank held Aflac as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.