Heritage Oak Wealth Advisors’s Globe Life GL Stock Holding History

Heritage Oak 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
2024 Q4	–	Sell	-2,700	Closed	-$286K	–	108
2024 Q3	$286K	Buy	+2,700	New	+$259K	0.13%	110

Other funds holding GL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Heritage Oak Wealth Advisors's GL Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Globe Life (GL) in Q4 2024, closing a stake of 2,700 shares — an estimated $286K sold.

Heritage Oak Wealth Advisors first reported a position in GL in Q3 2024 and held it in 1 quarter. The position peaked at $286K in Q3 2024. 566 funds tracked by Wall St. Rank hold GL as of Q4 2024.

Heritage Oak Wealth Advisors reported no remaining Globe Life position as of Q4 2024 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 2,700 Globe Life shares in Q4 2024, an estimated $286K.
Heritage Oak Wealth Advisors first reported a position in Globe Life in Q3 2024 and held it in 1 quarter.
Heritage Oak Wealth Advisors's Globe Life position peaked at $286K in Q3 2024.
566 funds tracked by Wall St. Rank held Globe Life as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.