WR Wealth Planners’s Aflac AFL Stock Holding History

WR Wealth Planners’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	$926K	Sell	8,956 -1,051	-11%	-$115K	0.3%	51
2024 Q3	$1.12M	Buy	10,007 +213	+2%	+$21.6K	0.31%	54
2024 Q2	$875K	Buy	9,794 +419	+4%	+$36K	0.27%	56
2024 Q1	$805K	Buy	9,375 +151	+2%	+$12.4K	0.25%	59
2023 Q4	$761K	Buy	9,224 +1,102	+14%	+$88.8K	0.28%	59
2023 Q3	$623K	Buy	8,122 +375	+5%	+$27.8K	0.24%	66
2023 Q2	$541K	Buy	7,747 +316	+4%	+$21.1K	0.21%	75
2023 Q1	$479K	Buy	7,431 +258	+4%	+$17.7K	0.21%	78
2022 Q4	$516K	Buy	7,173 +108	+2%	+$7.23K	0.32%	48
2022 Q3	$397K	Buy	7,065 +503	+8%	+$29.6K	0.28%	59
2022 Q2	$363K	Buy	6,562 +167	+3%	+$9.86K	0.24%	67
2022 Q1	$412K	Buy	+6,395	New	+$400K	0.25%	67

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WR Wealth Planners's AFL Position: Q4 2024 in Review

WR Wealth Planners reduced its Aflac (AFL) stake by 11% in Q4 2024, selling an estimated $115K and leaving 8,956 shares worth $926K. The position accounts for 0.3% of the portfolio, ranked #51.

WR Wealth Planners first reported a position in AFL in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.12M in Q3 2024. 1,578 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

WR Wealth Planners held 8,956 shares of Aflac worth $926K as of Q4 2024.
WR Wealth Planners sold 1,051 Aflac shares in Q4 2024, an estimated $115K.
Aflac made up 0.3% of WR Wealth Planners's portfolio in Q4 2024, its #51 holding.
WR Wealth Planners first reported a position in Aflac in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Aflac position peaked at $1.12M in Q3 2024.
1,578 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.