Amplius Wealth Advisors’s Globe Life GL Stock Holding History

Amplius Wealth Advisors’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 Q1	–	Sell	-28	Closed	-$2K	–	453
2021 Q4	$2K	Buy	+28	New	+$2.59K	﹤0.01%	832

Other funds holding GL

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Amplius Wealth Advisors's GL Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Globe Life (GL) in Q1 2022, closing a stake of 28 shares — an estimated $2K sold.

Amplius Wealth Advisors first reported a position in GL in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 486 funds tracked by Wall St. Rank hold GL as of Q1 2022.

Amplius Wealth Advisors reported no remaining Globe Life position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 28 Globe Life shares in Q1 2022, an estimated $2K.
Amplius Wealth Advisors first reported a position in Globe Life in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Globe Life position peaked at $2K in Q4 2021.
486 funds tracked by Wall St. Rank held Globe Life as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.