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TFO Wealth Partners’s Aflac AFL Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-405
Closed -$34.8K – 74
2024
Q1 		$34.8K Sell
405
-2
-0.5% -$164 0.01% 62
2023
Q4 		$33.6K Hold
407
– – 0.01% 66
2023
Q3 		$28.4K Buy
407
+2
+0.5% +$148 0.01% 120
2023
Q2 		$28.3K Hold
405
– – 0.01% 109
2023
Q1 		$26.1K Buy
405
+404
+40,400% +$27.7K 0.01% 84
2022
Q4 		$44 Buy
+1
New +$67 ﹤0.01% 868
2022
Q3 		– Sell
-35
Closed -$2K – 147
2022
Q2 		$2K Buy
+35
New +$2.07K ﹤0.01% 292

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return