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ACG Wealth’s Globe Life GL Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-1
Closed – – 542
2022
Q2 		$0 Buy
+1
New +$98 ﹤0.01% 967

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

ACG Wealth's GL Position: Q3 2022 in Review

ACG Wealth sold out of Globe Life (GL) in Q3 2022, closing a stake of 1 share.

ACG Wealth first reported a position in GL in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 479 funds tracked by Wall St. Rank hold GL as of Q3 2022.

  • ACG Wealth reported no remaining Globe Life position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 1 Globe Life share in Q3 2022.
  • ACG Wealth first reported a position in Globe Life in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Globe Life position peaked at $0 in Q2 2022.
  • 479 funds tracked by Wall St. Rank held Globe Life as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.