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Stonebridge Financial Planning Group’s Aflac AFL Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-1,357
Closed -$85K – 121
2021
Q4 		$85K Hold
1,357
– – 0.04% 178
2021
Q3 		$76K Hold
1,357
– – 0.04% 188
2021
Q2 		$73K Sell
1,357
-400
-23% -$21.8K 0.04% 182
2021
Q1 		$92K Hold
1,757
– – 0.05% 168
2020
Q4 		$78K Buy
1,757
+6
+0.3% +$246 0.05% 168
2020
Q3 		$65K Buy
1,751
+7
+0.4% +$255 0.05% 161
2020
Q2 		$61K Buy
1,744
+7
+0.4% +$253 0.05% 160
2020
Q1 		$66K Sell
1,737
-194
-10% -$8.87K 0.07% 148
2019
Q4 		$102K Buy
+1,931
New +$102K 0.09% 128

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stonebridge Financial Planning Group's AFL Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Aflac (AFL) in Q1 2022, closing a stake of 1,357 shares — an estimated $85K sold.

Stonebridge Financial Planning Group first reported a position in AFL in Q4 2019 and held it in 9 quarters. The position peaked at $102K in Q4 2019. 1,205 funds tracked by Wall St. Rank hold AFL as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Aflac position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 1,357 Aflac shares in Q1 2022, an estimated $85K.
  • Stonebridge Financial Planning Group first reported a position in Aflac in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Aflac position peaked at $102K in Q4 2019.
  • 1,205 funds tracked by Wall St. Rank held Aflac as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.