WAM
AFL icon

Wealthspire Advisors (Maryland)’s Aflac AFL Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$644K Buy
17,710
+842
+5% +$30.7K 0.02% 232
2020
Q2 		$608K Buy
16,868
+42
+0.2% +$1.52K 0.04% 222
2020
Q1 		$576K Sell
16,826
-658
-4% -$30.1K 0.05% 212
2019
Q4 		$925K Buy
17,484
+108
+0.6% +$5.73K 0.06% 182
2019
Q3 		$909K Sell
17,376
-54
-0.3% -$2.85K 0.07% 160
2019
Q2 		$955K Buy
17,430
+10,069
+137% +$519K 0.07% 145
2019
Q1 		$368K Buy
7,361
+20
+0.3% +$964 0.03% 310
2018
Q4 		$334K Buy
7,341
+521
+8% +$23.2K 0.03% 297
2018
Q3 		$321K Sell
6,820
-238
-3% -$10.9K 0.03% 342
2018
Q2 		$304K Buy
7,058
+328
+5% +$14.7K 0.03% 361
2018
Q1 		$295K Buy
6,730
+388
+6% +$17.2K 0.03% 364
2017
Q4 		$278K Buy
6,342
+500
+9% +$21.3K 0.03% 390
2017
Q3 		$238K Sell
5,842
-432
-7% -$17.4K 0.03% 421
2017
Q2 		$244K Buy
6,274
+366
+6% +$13.8K 0.03% 392
2017
Q1 		$214K Buy
5,908
+220
+4% +$7.8K 0.03% 368
2016
Q4 		$198K Buy
5,688
+34
+0.6% +$1.2K 0.03% 370
2016
Q3 		$203K Buy
5,654
+2,572
+83% +$93.6K 0.03% 376
2016
Q2 		$111K Sell
3,082
-308
-9% -$10.5K 0.02% 511
2016
Q1 		$107K Sell
3,390
-2
-0.1% -$59 0.02% 508
2015
Q4 		$102K Buy
+3,392
New +$106K 0.02% 516

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 $5.72T 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 $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AFL Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Aflac (AFL) stake by 5% in Q3 2020, buying an estimated $30.7K and bringing the position to 17,710 shares worth $644K. The position accounts for 0.02% of the portfolio, ranked #232.

Wealthspire Advisors (Maryland) first reported a position in AFL in Q4 2015 and has held it in 20 quarters since. The position peaked at $955K in Q2 2019. 940 funds tracked by Wall St. Rank hold AFL as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 17,710 shares of Aflac worth $644K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 842 Aflac shares in Q3 2020, an estimated $30.7K.
  • Aflac made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #232 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Aflac in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Aflac position peaked at $955K in Q2 2019.
  • 940 funds tracked by Wall St. Rank held Aflac as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.