BWM
GL icon

BKM Wealth Management’s Globe Life GL Stock Holding History

BKM Wealth Management’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
Q1 		– Sell
-229
Closed -$27.9K – 329
2023
Q4 		$27.9K Buy
+229
New +$26.9K 0.01% 332

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BKM Wealth Management's GL Position: Q1 2024 in Review

BKM Wealth Management sold out of Globe Life (GL) in Q1 2024, closing a stake of 229 shares — an estimated $27.9K sold.

BKM Wealth Management first reported a position in GL in Q4 2023 and held it in 1 quarter. The position peaked at $27.9K in Q4 2023. 598 funds tracked by Wall St. Rank hold GL as of Q1 2024.

  • BKM Wealth Management reported no remaining Globe Life position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 229 Globe Life shares in Q1 2024, an estimated $27.9K.
  • BKM Wealth Management first reported a position in Globe Life in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Globe Life position peaked at $27.9K in Q4 2023.
  • 598 funds tracked by Wall St. Rank held Globe Life as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.