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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

WealthShield Partners's AFL Position: Q3 2021 in Review

WealthShield Partners sold out of Aflac (AFL) in Q3 2021, closing a stake of 4,461 shares — an estimated $239K sold.

WealthShield Partners first reported a position in AFL in Q3 2018 and held it in 11 quarters. The position peaked at $567K in Q3 2019. 1,067 funds tracked by Wall St. Rank hold AFL as of Q3 2021.

WealthShield Partners reported no remaining Aflac position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 4,461 Aflac shares in Q3 2021, an estimated $239K.
WealthShield Partners first reported a position in Aflac in Q3 2018 and held it in 11 quarters.
WealthShield Partners's Aflac position peaked at $567K in Q3 2019.
1,067 funds tracked by Wall St. Rank held Aflac as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.