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WealthShield Partners’s Aflac AFL Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-4,461
Closed -$239K – 244
2021
Q2 		$239K Sell
4,461
-519
-10% -$28.3K 0.04% 237
2021
Q1 		$255K Sell
4,980
-4,361
-47% -$209K 0.05% 224
2020
Q4 		$416K Buy
9,341
+2,027
+28% +$83K 0.08% 197
2020
Q3 		$266K Buy
7,314
+408
+6% +$14.9K 0.09% 205
2020
Q2 		$249K Buy
+6,906
New +$249K 0.11% 169
2020
Q1 		– Sell
-8,361
Closed -$442K – 266
2019
Q4 		$442K Sell
8,361
-2,470
-23% -$131K 0.22% 105
2019
Q3 		$567K Buy
10,831
+1,402
+15% +$74K 0.3% 76
2019
Q2 		$517K Buy
9,429
+3,093
+49% +$159K 0.3% 74
2019
Q1 		$317K Buy
6,336
+1,018
+19% +$49.1K 0.18% 100
2018
Q4 		$242K Buy
5,318
+1,036
+24% +$46.1K 0.16% 105
2018
Q3 		$202K Buy
+4,282
New +$196K 0.12% 125

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return