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Beacon Pointe Advisors’s Globe Life GL Stock Holding History

Beacon Pointe 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
2024
Q2 		– Sell
-2,548
Closed -$297K – 1319
2024
Q1 		$297K Buy
2,548
+200
+9% +$24.5K ﹤0.01% 1117
2023
Q4 		$286K Buy
+2,348
New +$276K ﹤0.01% 1097
2023
Q3 		– Sell
-1,837
Closed -$201K – 1342
2023
Q2 		$201K Sell
1,837
-1,221
-40% -$131K ﹤0.01% 1011
2023
Q1 		$336K Sell
3,058
-13
-0.4% -$1.53K 0.01% 893
2022
Q4 		$370K Buy
3,071
+348
+13% +$39.8K 0.01% 792
2022
Q3 		$274K Sell
2,723
-208
-7% -$20.9K 0.01% 826
2022
Q2 		$285K Buy
+2,931
New +$287K 0.01% 841

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Beacon Pointe Advisors's GL Position: Q2 2024 in Review

Beacon Pointe Advisors sold out of Globe Life (GL) in Q2 2024, closing a stake of 2,548 shares — an estimated $297K sold.

Beacon Pointe Advisors first reported a position in GL in Q2 2022 and held it in 7 quarters. The position peaked at $370K in Q4 2022. 502 funds tracked by Wall St. Rank hold GL as of Q2 2024.

  • Beacon Pointe Advisors reported no remaining Globe Life position as of Q2 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 2,548 Globe Life shares in Q2 2024, an estimated $297K.
  • Beacon Pointe Advisors first reported a position in Globe Life in Q2 2022 and held it in 7 quarters.
  • Beacon Pointe Advisors's Globe Life position peaked at $370K in Q4 2022.
  • 502 funds tracked by Wall St. Rank held Globe Life as of Q2 2024.

Based on Beacon Pointe Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.