Sutton Wealth Advisors’s Aflac AFL Stock Holding History

Sutton Wealth 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 Q3	$210K	Buy	2,738 +30	+1%	+$2.23K	0.1%	105
2023 Q2	$189K	Sell	2,708 -379	-12%	-$25.4K	0.09%	113
2023 Q1	$199K	Sell	3,087 -3,229	-51%	-$221K	0.11%	106
2022 Q4	$454K	Sell	6,316 -7	-0.1%	-$469	0.17%	90
2022 Q3	$355K	Sell	6,323 -2	-0%	-$118	0.14%	107
2022 Q2	$350K	Buy	6,325 +41	+0.7%	+$2.42K	0.14%	110
2022 Q1	$405K	Sell	6,284 -778	-11%	-$48.7K	0.14%	103
2021 Q4	$412K	Buy	7,062 +9	+0.1%	+$504	0.14%	108
2021 Q3	$368K	Buy	7,053 +5	+0.1%	+$273	0.14%	115
2021 Q2	$378K	Hold	7,048	–	–	0.14%	115
2021 Q1	$361K	Hold	7,048	–	–	0.14%	114
2020 Q4	$313K	Buy	7,048 +31	+0.4%	+$1.27K	0.13%	119
2020 Q3	$255K	Sell	7,017 -7	-0.1%	-$255	0.12%	124
2020 Q2	$253K	Buy	7,024 +26	+0.4%	+$939	0.13%	118
2020 Q1	$240K	Buy	6,998 +10	+0.1%	+$457	0.15%	112
2019 Q4	$370K	Hold	6,988	–	–	0.19%	92
2019 Q3	$366K	Hold	6,988	–	–	0.2%	86
2019 Q2	$383K	Hold	6,988	–	–	0.22%	82
2019 Q1	$349K	Hold	6,988	–	–	0.2%	90
2018 Q4	$318K	Buy	6,988 +4,000	+134%	+$178K	0.21%	89
2018 Q3	$141K	Hold	2,988	–	–	0.09%	164
2018 Q2	$129K	Hold	2,988	–	–	0.09%	177
2018 Q1	$131K	Hold	2,988	–	–	0.09%	169
2017 Q4	$131K	Hold	2,988	–	–	0.1%	169
2017 Q3	$122K	Hold	2,988	–	–	0.09%	176
2017 Q2	$116K	Hold	2,988	–	–	0.09%	180
2017 Q1	$108K	Hold	2,988	–	–	0.09%	179
2016 Q4	$104K	Hold	2,988	–	–	0.09%	180
2016 Q3	$107K	Hold	2,988	–	–	0.1%	173
2016 Q2	$108K	Hold	2,988	–	–	0.1%	166
2016 Q1	$94.3K	Buy	+2,988	New	+$88.8K	0.09%	183

Other funds holding AFL

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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sutton Wealth Advisors's AFL Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Aflac (AFL) stake by 1.1% in Q3 2023, buying an estimated $2.23K and bringing the position to 2,738 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #105.

Sutton Wealth Advisors first reported a position in AFL in Q1 2016 and has held it in 31 quarters since. The position peaked at $454K in Q4 2022. 1,309 funds tracked by Wall St. Rank hold AFL as of Q3 2023.

Sutton Wealth Advisors held 2,738 shares of Aflac worth $210K as of Q3 2023.
Sutton Wealth Advisors bought 30 Aflac shares in Q3 2023, an estimated $2.23K.
Aflac made up 0.1% of Sutton Wealth Advisors's portfolio in Q3 2023, its #105 holding.
Sutton Wealth Advisors first reported a position in Aflac in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Aflac position peaked at $454K in Q4 2022.
1,309 funds tracked by Wall St. Rank held Aflac as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.