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Concord Wealth Partners’s Globe Life GL Stock Holding History

Concord Wealth Partners’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
2022
Q2 		– Sell
-10
Closed -$1K – 1282
2022
Q1 		$1K Sell
10
-36
-78% -$3.65K ﹤0.01% 1203
2021
Q4 		$4K Buy
46
+10
+28% +$925 ﹤0.01% 986
2021
Q3 		$3K Buy
36
+7
+24% +$654 ﹤0.01% 684
2021
Q2 		$3K Buy
29
+26
+867% +$2.66K ﹤0.01% 815
2021
Q1 		$0 Buy
+3
New +$287 ﹤0.01% 1020

Other funds holding GL

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Concord Wealth Partners's GL Position: Q2 2022 in Review

Concord Wealth Partners sold out of Globe Life (GL) in Q2 2022, closing a stake of 10 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in GL in Q1 2021 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 461 funds tracked by Wall St. Rank hold GL as of Q2 2022.

  • Concord Wealth Partners reported no remaining Globe Life position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 10 Globe Life shares in Q2 2022, an estimated $1K.
  • Concord Wealth Partners first reported a position in Globe Life in Q1 2021 and held it in 5 quarters.
  • Concord Wealth Partners's Globe Life position peaked at $4K in Q4 2021.
  • 461 funds tracked by Wall St. Rank held Globe Life as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.