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First Personal Financial Services’s Globe Life GL Stock Holding History

First Personal Financial Services’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
Q3 		$106 Buy
+1
New +$96 ﹤0.01% 537
2017
Q1 		– Sell
-187
Closed -$14K – 899
2016
Q4 		$14K Buy
+187
New +$12.8K ﹤0.01% 624

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Personal Financial Services's GL Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Globe Life (GL) in Q3 2024: 1 share worth $106. The stake represents ﹤0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in GL as recently as Q4 2016.

First Personal Financial Services first reported a position in GL in Q4 2016 and has held it in 2 quarters since. The position peaked at $14K in Q4 2016. 525 funds tracked by Wall St. Rank hold GL as of Q3 2024.

  • First Personal Financial Services held 1 share of Globe Life worth $106 as of Q3 2024.
  • Globe Life was a new First Personal Financial Services position in Q3 2024.
  • Globe Life made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #537 holding.
  • First Personal Financial Services first reported a position in Globe Life in Q4 2016 and has held it in 2 quarters since.
  • First Personal Financial Services's Globe Life position peaked at $14K in Q4 2016.
  • 525 funds tracked by Wall St. Rank held Globe Life as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.