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Western Pacific Wealth Management’s Aflac AFL Stock Holding History

Western Pacific Wealth Management’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
Q2 		– Sell
-20
Closed -$1.72K – 230
2024
Q1 		$1.72K Buy
+20
New +$1.64K ﹤0.01% 252

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Western Pacific Wealth Management's AFL Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of Aflac (AFL) in Q2 2024, closing a stake of 20 shares — an estimated $1.72K sold.

Western Pacific Wealth Management first reported a position in AFL in Q1 2024 and held it in 1 quarter. The position peaked at $1.72K in Q1 2024. 1,447 funds tracked by Wall St. Rank hold AFL as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining Aflac position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 20 Aflac shares in Q2 2024, an estimated $1.72K.
  • Western Pacific Wealth Management first reported a position in Aflac in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's Aflac position peaked at $1.72K in Q1 2024.
  • 1,447 funds tracked by Wall St. Rank held Aflac as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.