TFP
AFL icon

Tilia Fiduciary Partners’s Aflac AFL Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-372
Closed -$26K – 102
2023
Q2 		$26K Buy
372
+171
+85% +$11.4K 0.02% 275
2023
Q1 		$13K Hold
201
– – 0.01% 353
2022
Q4 		$14.5K Hold
201
– – 0.01% 327
2022
Q3 		$12K Sell
201
-34
-14% -$2K 0.01% 350
2022
Q2 		$13K Buy
235
+34
+17% +$2.01K 0.01% 355
2022
Q1 		$13K Sell
201
-133
-40% -$8.33K 0.01% 376
2021
Q4 		$20K Buy
+334
New +$18.7K 0.02% 334

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 $5.72T 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 $530B 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Tilia Fiduciary Partners's AFL Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Aflac (AFL) in Q3 2023, closing a stake of 372 shares — an estimated $26K sold.

Tilia Fiduciary Partners first reported a position in AFL in Q4 2021 and held it in 7 quarters. The position peaked at $26K in Q2 2023. 1,309 funds tracked by Wall St. Rank hold AFL as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Aflac position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 372 Aflac shares in Q3 2023, an estimated $26K.
  • Tilia Fiduciary Partners first reported a position in Aflac in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Aflac position peaked at $26K in Q2 2023.
  • 1,309 funds tracked by Wall St. Rank held Aflac as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.