Tiedemann Advisors’s Aflac AFL Stock Holding History

Tiedemann 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	$269K	Hold	3,500	–	–	0.01%	229
2023 Q2	$244K	Sell	3,500 -4	-0.1%	-$268	0.01%	225
2023 Q1	$226K	Hold	3,504	–	–	0.01%	220
2022 Q4	$252K	Buy	+3,504	New	+$235K	0.01%	210
2022 Q2	–	Sell	-7,500	Closed	-$483K	–	234
2022 Q1	$483K	Hold	7,500	–	–	0.02%	190
2021 Q4	$438K	Hold	7,500	–	–	0.02%	200
2021 Q3	$391K	Sell	7,500 -200	-3%	-$10.9K	0.02%	216
2021 Q2	$414K	Sell	7,700 -193	-2%	-$10.5K	0.02%	251
2021 Q1	$404K	Buy	7,893 +157	+2%	+$7.53K	0.02%	234
2020 Q4	$345K	Buy	+7,736	New	+$317K	0.02%	241
2020 Q2	–	Sell	-7,221	Closed	-$247K	–	294
2020 Q1	$247K	Sell	7,221 -200	-3%	-$9.14K	0.02%	254
2019 Q4	$393K	Buy	7,421 +144	+2%	+$7.64K	0.02%	225
2019 Q3	$380K	Buy	7,277 +73	+1%	+$3.85K	0.02%	239
2019 Q2	$393K	Sell	7,204 -839	-10%	-$43.3K	0.02%	219
2019 Q1	$403K	Sell	8,043 -770	-9%	-$37.1K	0.02%	325
2018 Q4	$401K	Buy	8,813 +775	+10%	+$34.5K	0.02%	316
2018 Q3	$379K	Buy	8,038 +34	+0.4%	+$1.56K	0.02%	241
2018 Q2	$345K	Buy	+8,004	New	+$360K	0.02%	245
2017 Q3	–	Sell	-8,434	Closed	-$328K	–	346
2017 Q2	$328K	Buy	8,434 +1,200	+17%	+$45.1K	0.02%	356
2017 Q1	$262K	Buy	+7,234	New	+$256K	0.02%	332

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

Tiedemann Advisors's AFL Position: Q3 2023 in Review

Tiedemann Advisors held its Aflac (AFL) position steady in Q3 2023 at 3,500 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #229.

Tiedemann Advisors first reported a position in AFL in Q1 2017 and has held it in 20 quarters since. The position peaked at $483K in Q1 2022. 1,308 funds tracked by Wall St. Rank hold AFL as of Q3 2023.

Tiedemann Advisors held 3,500 shares of Aflac worth $269K as of Q3 2023.
Tiedemann Advisors left its Aflac share count unchanged in Q3 2023.
Aflac made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #229 holding.
Tiedemann Advisors first reported a position in Aflac in Q1 2017 and has held it in 20 quarters since.
Tiedemann Advisors's Aflac position peaked at $483K in Q1 2022.
1,308 funds tracked by Wall St. Rank held Aflac as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.