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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 $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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TFO Wealth Partners's AFL Position: Q2 2024 in Review

TFO Wealth Partners sold out of Aflac (AFL) in Q2 2024, closing a stake of 405 shares — an estimated $34.8K sold.

TFO Wealth Partners first reported a position in AFL in Q2 2022 and held it in 7 quarters. The position peaked at $34.8K in Q1 2024. 1,446 funds tracked by Wall St. Rank hold AFL as of Q2 2024.

  • TFO Wealth Partners reported no remaining Aflac position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 405 Aflac shares in Q2 2024, an estimated $34.8K.
  • TFO Wealth Partners first reported a position in Aflac in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Aflac position peaked at $34.8K in Q1 2024.
  • 1,446 funds tracked by Wall St. Rank held Aflac as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.