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Summit Wealth Group’s Aflac AFL Stock Holding History

Summit Wealth 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
2023
Q2 		– Sell
-12,904
Closed – – 84
2023
Q1 		$0 Buy
+12,904
New +$883K ﹤0.01% 156

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

Summit Wealth Group's AFL Position: Q2 2023 in Review

Summit Wealth Group sold out of Aflac (AFL) in Q2 2023, closing a stake of 12,904 shares.

Summit Wealth Group first reported a position in AFL in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 1,272 funds tracked by Wall St. Rank hold AFL as of Q2 2023.

  • Summit Wealth Group reported no remaining Aflac position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 12,904 Aflac shares in Q2 2023.
  • Summit Wealth Group first reported a position in Aflac in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's Aflac position peaked at $0 in Q1 2023.
  • 1,272 funds tracked by Wall St. Rank held Aflac as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.