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Evolution Wealth Advisors’s Globe Life GL Stock Holding History

Evolution 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
2021
Q4 		– Sell
-66
Closed -$6K – 348
2021
Q3 		$6K Hold
66
– – ﹤0.01% 480
2021
Q2 		$6K Hold
66
– – ﹤0.01% 477
2021
Q1 		$6K Hold
66
– – ﹤0.01% 501
2020
Q4 		$6K Hold
66
– – ﹤0.01% 417
2020
Q3 		$5K Hold
66
– – ﹤0.01% 440
2020
Q2 		$5K Buy
+66
New +$5.01K ﹤0.01% 369

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evolution Wealth Advisors's GL Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Globe Life (GL) in Q4 2021, closing a stake of 66 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in GL in Q2 2020 and held it in 6 quarters. The position peaked at $6K in Q3 2021. 462 funds tracked by Wall St. Rank hold GL as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Globe Life position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 66 Globe Life shares in Q4 2021, an estimated $6K.
  • Evolution Wealth Advisors first reported a position in Globe Life in Q2 2020 and held it in 6 quarters.
  • Evolution Wealth Advisors's Globe Life position peaked at $6K in Q3 2021.
  • 462 funds tracked by Wall St. Rank held Globe Life as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.