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Wells Financial Advisors’s Aflac AFL Stock Holding History

Wells Financial Advisors’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
2024
Q4 		– Sell
-85
Closed -$9.5K – 81
2024
Q3 		$9.5K Buy
+85
New +$8.64K 0.01% 79

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Financial Advisors's AFL Position: Q4 2024 in Review

Wells Financial Advisors sold out of Aflac (AFL) in Q4 2024, closing a stake of 85 shares — an estimated $9.5K sold.

Wells Financial Advisors first reported a position in AFL in Q3 2024 and held it in 1 quarter. The position peaked at $9.5K in Q3 2024. 1,579 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

  • Wells Financial Advisors reported no remaining Aflac position as of Q4 2024 after selling out during the quarter.
  • Wells Financial Advisors sold 85 Aflac shares in Q4 2024, an estimated $9.5K.
  • Wells Financial Advisors first reported a position in Aflac in Q3 2024 and held it in 1 quarter.
  • Wells Financial Advisors's Aflac position peaked at $9.5K in Q3 2024.
  • 1,579 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Wells Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.