TRUADVICE’s Aflac AFL Stock Holding History

TRUADVICE’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	-3,664	Closed	-$277K	–	231
2023 Q2	$277K	Sell	3,664 -502	-12%	-$33.6K	0.1%	195
2023 Q1	$291K	Buy	+4,166	New	+$285K	0.12%	178
2021 Q3	–	Sell	-3,836	Closed	-$206K	–	121
2021 Q2	$206K	Buy	+3,836	New	+$209K	0.05%	299

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

TRUADVICE's AFL Position: Q3 2023 in Review

TRUADVICE sold out of Aflac (AFL) in Q3 2023, closing a stake of 3,664 shares — an estimated $277K sold.

TRUADVICE first reported a position in AFL in Q2 2021 and held it in 3 quarters. The position peaked at $291K in Q1 2023. 1,308 funds tracked by Wall St. Rank hold AFL as of Q3 2023.

TRUADVICE reported no remaining Aflac position as of Q3 2023 after selling out during the quarter.
TRUADVICE sold 3,664 Aflac shares in Q3 2023, an estimated $277K.
TRUADVICE first reported a position in Aflac in Q2 2021 and held it in 3 quarters.
TRUADVICE's Aflac position peaked at $291K in Q1 2023.
1,308 funds tracked by Wall St. Rank held Aflac as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.