GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Globe Life GL Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
-280
Closed -$24K – 596
2021
Q3 		$24K Buy
+280
New +$26.2K ﹤0.01% 465

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 $8.65B AUM 9.66% 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

Gerber Kawasaki Wealth & Investment Management's GL Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Globe Life (GL) in Q4 2021, closing a stake of 280 shares — an estimated $24K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in GL in Q3 2021 and held it in 1 quarter. The position peaked at $24K in Q3 2021. 463 funds tracked by Wall St. Rank hold GL as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Globe Life position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 280 Globe Life shares in Q4 2021, an estimated $24K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Globe Life in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Globe Life position peaked at $24K in Q3 2021.
  • 463 funds tracked by Wall St. Rank held Globe Life as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.