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YorkBridge Wealth Partners’s Aflac AFL Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-954
Closed -$52K – 182
2019
Q2 		$52K Hold
954
– – 0.02% 362
2019
Q1 		$48K Hold
954
– – 0.02% 365
2018
Q4 		$43K Sell
954
-436
-31% -$19.4K 0.02% 343
2018
Q3 		$66K Hold
1,390
– – 0.03% 332
2018
Q2 		$60K Hold
1,390
– – 0.03% 348
2018
Q1 		$62K Sell
1,390
-2,200
-61% -$97.4K 0.03% 349
2017
Q4 		$155K Buy
3,590
+1,042
+41% +$44.5K 0.07% 210
2017
Q3 		$104K Buy
2,548
+256
+11% +$10.3K 0.05% 275
2017
Q2 		$90K Buy
2,292
+1,868
+441% +$70.2K 0.05% 295
2017
Q1 		$16K Hold
424
– – 0.01% 548
2016
Q4 		$15K Buy
+424
New +$14.9K 0.01% 504

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Geode Capital Management
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Fidelity Investments
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Northern Trust
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APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Norges Bank
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California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return