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Ameliora Wealth Management’s Globe Life GL Stock Holding History

Ameliora 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
Q1 		– Sell
-790
Closed -$95.2K – 235
2022
Q4 		$95.2K Hold
790
– – 0.05% 106
2022
Q3 		$84K Buy
+790
New +$79.3K 0.05% 107

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameliora Wealth Management's GL Position: Q1 2023 in Review

Ameliora Wealth Management sold out of Globe Life (GL) in Q1 2023, closing a stake of 790 shares — an estimated $95.2K sold.

Ameliora Wealth Management first reported a position in GL in Q3 2022 and held it in 2 quarters. The position peaked at $95.2K in Q4 2022. 521 funds tracked by Wall St. Rank hold GL as of Q1 2023.

  • Ameliora Wealth Management reported no remaining Globe Life position as of Q1 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 790 Globe Life shares in Q1 2023, an estimated $95.2K.
  • Ameliora Wealth Management first reported a position in Globe Life in Q3 2022 and held it in 2 quarters.
  • Ameliora Wealth Management's Globe Life position peaked at $95.2K in Q4 2022.
  • 521 funds tracked by Wall St. Rank held Globe Life as of Q1 2023.

Based on Ameliora Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.