WAS
AFL icon

Wealth Advisory Solutions’s Aflac AFL Stock Holding History

Wealth Advisory Solutions’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
2021
Q1 		– Sell
-101,072
Closed -$4.49M – 136
2020
Q4 		$4.49M Buy
101,072
+9,736
+11% +$399K 1.22% 27
2020
Q3 		$3.32M Buy
+91,336
New +$3.33M 0.88% 37

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wealth Advisory Solutions's AFL Position: Q1 2021 in Review

Wealth Advisory Solutions sold out of Aflac (AFL) in Q1 2021, closing a stake of 101,072 shares — an estimated $4.49M sold.

Wealth Advisory Solutions first reported a position in AFL in Q3 2020 and held it in 2 quarters. The position peaked at $4.49M in Q4 2020. 1,073 funds tracked by Wall St. Rank hold AFL as of Q1 2021.

  • Wealth Advisory Solutions reported no remaining Aflac position as of Q1 2021 after selling out during the quarter.
  • Wealth Advisory Solutions sold 101,072 Aflac shares in Q1 2021, an estimated $4.49M.
  • Wealth Advisory Solutions first reported a position in Aflac in Q3 2020 and held it in 2 quarters.
  • Wealth Advisory Solutions's Aflac position peaked at $4.49M in Q4 2020.
  • 1,073 funds tracked by Wall St. Rank held Aflac as of Q1 2021.

Based on Wealth Advisory Solutions's 13F filing for Q1 2021, filed 13 May 2021.