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Fortitude Advisory Group’s Globe Life GL Stock Holding History

Fortitude Advisory Group’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
-465
Closed -$47K – 613
2022
Q1 		$47K Buy
465
+39
+9% +$3.95K 0.03% 554
2021
Q4 		$40K Buy
+426
New +$39.4K 0.02% 611

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Fortitude Advisory Group's GL Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Globe Life (GL) in Q2 2022, closing a stake of 465 shares — an estimated $47K sold.

Fortitude Advisory Group first reported a position in GL in Q4 2021 and held it in 2 quarters. The position peaked at $47K in Q1 2022. 461 funds tracked by Wall St. Rank hold GL as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Globe Life position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 465 Globe Life shares in Q2 2022, an estimated $47K.
  • Fortitude Advisory Group first reported a position in Globe Life in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Globe Life position peaked at $47K in Q1 2022.
  • 461 funds tracked by Wall St. Rank held Globe Life as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.