WP
AFL icon

WealthPLAN Partners’s Aflac AFL Stock Holding History

WealthPLAN Partners’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
-1,305
Closed -$91.1K – 330
2023
Q2 		$91.1K Hold
1,305
– – 0.01% 414
2023
Q1 		$84.2K Buy
+1,305
New +$89.3K 0.01% 461
2017
Q2 		– Sell
-218
Closed -$7.87K – 188
2017
Q1 		$7.87K Buy
+218
New +$7.73K 0.03% 298
2016
Q3 		$14.6K Sell
410
-406
-50% -$14.8K ﹤0.01% 541
2016
Q2 		$14.8K Buy
+816
New +$27.9K ﹤0.01% 1565
2015
Q4 		$6.54K Buy
+654
New +$20.4K ﹤0.01% 1277
2015
Q2 		$8K Hold
262
– – ﹤0.01% 319
2015
Q1 		$8K Buy
+262
New +$7.99K ﹤0.01% 390

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 $5.7T 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 $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return