WealthOne’s Aflac AFL Stock Holding History

WealthOne’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
2022 Q2	–	Sell	-3,358	Closed	-$216K	–	122
2022 Q1	$216K	Buy	+3,358	New	+$210K	0.08%	114
2019 Q1	–	Sell	-385	Closed	-$17K	–	89
2018 Q4	$17K	Buy	+385	New	+$17.1K	0.01%	305

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 $3.37T AUM 44.26% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

WealthOne's AFL Position: Q2 2022 in Review

WealthOne sold out of Aflac (AFL) in Q2 2022, closing a stake of 3,358 shares — an estimated $216K sold.

WealthOne first reported a position in AFL in Q4 2018 and held it in 2 quarters. The position peaked at $216K in Q1 2022. 1,176 funds tracked by Wall St. Rank hold AFL as of Q2 2022.

WealthOne reported no remaining Aflac position as of Q2 2022 after selling out during the quarter.
WealthOne sold 3,358 Aflac shares in Q2 2022, an estimated $216K.
WealthOne first reported a position in Aflac in Q4 2018 and held it in 2 quarters.
WealthOne's Aflac position peaked at $216K in Q1 2022.
1,176 funds tracked by Wall St. Rank held Aflac as of Q2 2022.

Based on WealthOne's 13F filing for Q2 2022, filed 18 Jul 2022.