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Atria Wealth Solutions’s Globe Life GL Stock Holding History

Atria Wealth Solutions’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
-2,219
Closed -$268K – 1896
2022
Q4 		$268K Buy
2,219
+24
+1% +$2.75K ﹤0.01% 1429
2022
Q3 		$219K Sell
2,195
-267
-11% -$26.8K ﹤0.01% 1506
2022
Q2 		$240K Buy
+2,462
New +$241K ﹤0.01% 1343

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

Atria Wealth Solutions's GL Position: Q1 2023 in Review

Atria Wealth Solutions sold out of Globe Life (GL) in Q1 2023, closing a stake of 2,219 shares — an estimated $268K sold.

Atria Wealth Solutions first reported a position in GL in Q2 2022 and held it in 3 quarters. The position peaked at $268K in Q4 2022. 521 funds tracked by Wall St. Rank hold GL as of Q1 2023.

  • Atria Wealth Solutions reported no remaining Globe Life position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,219 Globe Life shares in Q1 2023, an estimated $268K.
  • Atria Wealth Solutions first reported a position in Globe Life in Q2 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Globe Life position peaked at $268K in Q4 2022.
  • 521 funds tracked by Wall St. Rank held Globe Life as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.