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Atlas Private Wealth Advisors’s Globe Life GL Stock Holding History

Atlas Private 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
2021
Q3 		– Sell
-25
Closed -$2K – 772
2021
Q2 		$2K Buy
+25
New +$2.56K ﹤0.01% 675

Other funds holding GL

Vanguard Group
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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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atlas Private Wealth Advisors's GL Position: Q3 2021 in Review

Atlas Private Wealth Advisors sold out of Globe Life (GL) in Q3 2021, closing a stake of 25 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in GL in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 460 funds tracked by Wall St. Rank hold GL as of Q3 2021.

  • Atlas Private Wealth Advisors reported no remaining Globe Life position as of Q3 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 25 Globe Life shares in Q3 2021, an estimated $2K.
  • Atlas Private Wealth Advisors first reported a position in Globe Life in Q2 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Globe Life position peaked at $2K in Q2 2021.
  • 460 funds tracked by Wall St. Rank held Globe Life as of Q3 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.