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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WealthPLAN Partners's AFL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Aflac (AFL) in Q3 2023, closing a stake of 1,305 shares — an estimated $91.1K sold.

WealthPLAN Partners first reported a position in AFL in Q1 2015 and held it in 8 quarters. The position peaked at $91.1K in Q2 2023. 1,309 funds tracked by Wall St. Rank hold AFL as of Q3 2023.

  • WealthPLAN Partners reported no remaining Aflac position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,305 Aflac shares in Q3 2023, an estimated $91.1K.
  • WealthPLAN Partners first reported a position in Aflac in Q1 2015 and held it in 8 quarters.
  • WealthPLAN Partners's Aflac position peaked at $91.1K in Q2 2023.
  • 1,309 funds tracked by Wall St. Rank held Aflac as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.