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Wetzel Investment Advisors’s Aflac AFL Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-1,142
Closed -$98.1K – 143
2024
Q2 		$98.1K Hold
1,142
– – 0.06% 181
2024
Q1 		$92.5K Sell
1,142
-55
-5% -$4.51K 0.05% 186
2023
Q4 		$99K Buy
+1,197
New +$96.5K 0.06% 176

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Wetzel Investment Advisors's AFL Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Aflac (AFL) in Q3 2024, closing a stake of 1,142 shares — an estimated $98.1K sold.

Wetzel Investment Advisors first reported a position in AFL in Q4 2023 and held it in 3 quarters. The position peaked at $99K in Q4 2023. 1,551 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Aflac position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,142 Aflac shares in Q3 2024, an estimated $98.1K.
  • Wetzel Investment Advisors first reported a position in Aflac in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Aflac position peaked at $99K in Q4 2023.
  • 1,551 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.