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Wealthcare Capital Management’s Aflac AFL Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-104
Closed -$5K – 93
2021
Q1 		$5K Buy
+104
New +$4.99K ﹤0.01% 369
2020
Q1 		– Sell
-74
Closed -$4K – 252
2019
Q4 		$4K Buy
+74
New +$3.93K ﹤0.01% 261
2018
Q4 		– Sell
-400
Closed -$19K – 187
2018
Q3 		$19K Hold
400
– – ﹤0.01% 139
2018
Q2 		$17K Hold
400
– – ﹤0.01% 137
2018
Q1 		$18K Hold
400
– – ﹤0.01% 121
2017
Q4 		$18K Buy
+400
New +$17.1K ﹤0.01% 118
2015
Q2 		– Sell
-1,330
Closed -$43K – 387
2015
Q1 		$43K Buy
+1,330
New +$40.6K 0.01% 274

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wealthcare Capital Management's AFL Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Aflac (AFL) in Q2 2021, closing a stake of 104 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in AFL in Q1 2015 and held it in 7 quarters. The position peaked at $43K in Q1 2015. 1,086 funds tracked by Wall St. Rank hold AFL as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Aflac position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 104 Aflac shares in Q2 2021, an estimated $5K.
  • Wealthcare Capital Management first reported a position in Aflac in Q1 2015 and held it in 7 quarters.
  • Wealthcare Capital Management's Aflac position peaked at $43K in Q1 2015.
  • 1,086 funds tracked by Wall St. Rank held Aflac as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.