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B. Riley Wealth Advisors’s Globe Life GL Stock Holding History

B. Riley 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
2023
Q3 		– Sell
-3,002
Closed -$329K – 1569
2023
Q2 		$329K Sell
3,002
-435
-13% -$46.7K 0.01% 1071
2023
Q1 		$378K Sell
3,437
-453
-12% -$53.2K 0.01% 937
2022
Q4 		$469K Buy
3,890
+612
+19% +$70K 0.01% 812
2022
Q3 		$328K Sell
3,278
-183
-5% -$18.4K 0.01% 951
2022
Q2 		$339K Sell
3,461
-123
-3% -$12.1K 0.01% 818
2022
Q1 		$361K Buy
3,584
+269
+8% +$27.3K 0.01% 926
2021
Q4 		$311K Buy
3,315
+839
+34% +$77.6K 0.01% 1051
2021
Q3 		$221K Sell
2,476
-98
-4% -$9.16K 0.01% 1193
2021
Q2 		$246K Sell
2,574
-222
-8% -$22.7K 0.01% 1125
2021
Q1 		$271K Buy
2,796
+143
+5% +$13.7K 0.01% 1048
2020
Q4 		$253K Sell
2,653
-33
-1% -$2.94K 0.01% 843
2020
Q3 		$216K Sell
2,686
-34
-1% -$2.71K 0.01% 819
2020
Q2 		$203K Sell
2,720
-457
-14% -$34.7K 0.01% 770
2020
Q1 		$230K Buy
+3,177
New +$300K 0.02% 620

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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

B. Riley Wealth Advisors's GL Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Globe Life (GL) in Q3 2023, closing a stake of 3,002 shares — an estimated $329K sold.

B. Riley Wealth Advisors first reported a position in GL in Q1 2020 and held it in 14 quarters. The position peaked at $469K in Q4 2022. 542 funds tracked by Wall St. Rank hold GL as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Globe Life position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,002 Globe Life shares in Q3 2023, an estimated $329K.
  • B. Riley Wealth Advisors first reported a position in Globe Life in Q1 2020 and held it in 14 quarters.
  • B. Riley Wealth Advisors's Globe Life position peaked at $469K in Q4 2022.
  • 542 funds tracked by Wall St. Rank held Globe Life as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.