Total Clarity Wealth Management’s Aflac AFL Stock Holding History

Total Clarity Wealth Management’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 Q1	–	Sell	-8,700	Closed	-$626K	–	180
2022 Q4	$626K	Hold	8,700	–	–	0.32%	83
2022 Q3	$489K	Hold	8,700	–	–	0.31%	85
2022 Q2	$481K	Buy	8,700 +1,600	+23%	+$94.4K	0.25%	96
2022 Q1	$457K	Hold	7,100	–	–	0.25%	106
2021 Q4	$415K	Hold	7,100	–	–	0.19%	121
2021 Q3	$370K	Hold	7,100	–	–	0.18%	134
2021 Q2	$381K	Sell	7,100 -160	-2%	-$8.72K	0.21%	132
2021 Q1	$264K	Hold	7,260	–	–	0.15%	143
2020 Q4	$323K	Hold	7,260	–	–	0.22%	108
2020 Q3	$264K	Sell	7,260 -600	-8%	-$21.8K	0.23%	105
2020 Q2	$283K	Hold	7,860	–	–	0.26%	103
2020 Q1	$269K	Sell	7,860 -550	-7%	-$25.1K	0.42%	78
2019 Q4	$445K	Buy	+8,410	New	+$446K	0.33%	68

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Total Clarity Wealth Management's AFL Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of Aflac (AFL) in Q1 2023, closing a stake of 8,700 shares — an estimated $626K sold.

Total Clarity Wealth Management first reported a position in AFL in Q4 2019 and held it in 13 quarters. The position peaked at $626K in Q4 2022. 1,258 funds tracked by Wall St. Rank hold AFL as of Q1 2023.

Total Clarity Wealth Management reported no remaining Aflac position as of Q1 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 8,700 Aflac shares in Q1 2023, an estimated $626K.
Total Clarity Wealth Management first reported a position in Aflac in Q4 2019 and held it in 13 quarters.
Total Clarity Wealth Management's Aflac position peaked at $626K in Q4 2022.
1,258 funds tracked by Wall St. Rank held Aflac as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.