Abound Wealth Management’s Globe Life GL Stock Holding History

Abound Wealth Management’s Portfolio GL Stock Details GL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3	Closed	-$329	–	1187
2023 Q2	$329	Buy	+3	New	+$322	﹤0.01%	1009

Other funds holding GL

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Abound Wealth Management's GL Position: Q3 2023 in Review

Abound Wealth Management sold out of Globe Life (GL) in Q3 2023, closing a stake of 3 shares — an estimated $329 sold.

Abound Wealth Management first reported a position in GL in Q2 2023 and held it in 1 quarter. The position peaked at $329 in Q2 2023. 542 funds tracked by Wall St. Rank hold GL as of Q3 2023.

Abound Wealth Management reported no remaining Globe Life position as of Q3 2023 after selling out during the quarter.
Abound Wealth Management sold 3 Globe Life shares in Q3 2023, an estimated $329.
Abound Wealth Management first reported a position in Globe Life in Q2 2023 and held it in 1 quarter.
Abound Wealth Management's Globe Life position peaked at $329 in Q2 2023.
542 funds tracked by Wall St. Rank held Globe Life as of Q3 2023.

Based on Abound Wealth Management's 13F filing for Q3 2023, filed 8 Aug 2024.