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Garrett Wealth Advisory Group’s Globe Life GL Stock Holding History

Garrett Wealth 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
2019
Q4 		– Sell
-50
Closed -$4.79K – 277
2019
Q3 		$4.79K Buy
+50
New +$4.54K ﹤0.01% 379

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Garrett Wealth Advisory Group's GL Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Globe Life (GL) in Q4 2019, closing a stake of 50 shares — an estimated $4.79K sold.

Garrett Wealth Advisory Group first reported a position in GL in Q3 2019 and held it in 1 quarter. The position peaked at $4.79K in Q3 2019. 472 funds tracked by Wall St. Rank hold GL as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Globe Life position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 50 Globe Life shares in Q4 2019, an estimated $4.79K.
  • Garrett Wealth Advisory Group first reported a position in Globe Life in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Globe Life position peaked at $4.79K in Q3 2019.
  • 472 funds tracked by Wall St. Rank held Globe Life as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.