TrueWealth LLC’s Aflac AFL Stock Holding History

TrueWealth LLC’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
2020 Q2	$176K	Hold	4,876	–	–	0.07%	142
2020 Q1	$167K	Sell	4,876 -26	-0.5%	-$1.19K	0.08%	134
2019 Q4	$259K	Hold	4,902	–	–	0.1%	113
2019 Q3	$256K	Sell	4,902 -1,449	-23%	-$76.5K	0.11%	111
2019 Q2	$348K	Hold	6,351	–	–	0.15%	94
2019 Q1	$318K	Sell	6,351 -139	-2%	-$6.7K	0.15%	97
2018 Q4	$296K	Buy	6,490 +1,986	+44%	+$88.3K	0.15%	96
2018 Q3	$212K	Buy	4,504 +103	+2%	+$4.71K	0.1%	124
2018 Q2	$189K	Sell	4,401 -663	-13%	-$29.8K	0.09%	138
2018 Q1	$222K	Sell	5,064 -44	-0.9%	-$1.95K	0.11%	118
2017 Q4	$224K	Buy	+5,108	New	+$218K	0.11%	125

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TrueWealth LLC's AFL Position: Q2 2020 in Review

TrueWealth LLC held its Aflac (AFL) position steady in Q2 2020 at 4,876 shares worth $176K. The position accounts for 0.07% of the portfolio, ranked #142.

TrueWealth LLC first reported a position in AFL in Q4 2017 and has held it in 11 quarters since. The position peaked at $348K in Q2 2019. 967 funds tracked by Wall St. Rank hold AFL as of Q2 2020.

TrueWealth LLC held 4,876 shares of Aflac worth $176K as of Q2 2020.
TrueWealth LLC left its Aflac share count unchanged in Q2 2020.
Aflac made up 0.07% of TrueWealth LLC's portfolio in Q2 2020, its #142 holding.
TrueWealth LLC first reported a position in Aflac in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Aflac position peaked at $348K in Q2 2019.
967 funds tracked by Wall St. Rank held Aflac as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.