HWA
GL icon

Heritage Wealth Advisors’s Globe Life GL Stock Holding History

Heritage 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
2021
Q3 		– Sell
-14
Closed -$1.33K – 550
2021
Q2 		$1.33K Hold
14
– – ﹤0.01% 523
2021
Q1 		$1.35K Hold
14
– – ﹤0.01% 532
2020
Q4 		$1K Buy
+14
New +$1.25K ﹤0.01% 526
2020
Q1 		– Sell
-15
Closed -$1.58K – 495
2019
Q4 		$1.58K Buy
+15
New +$1.5K ﹤0.01% 604

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
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Advisors's GL Position: Q3 2021 in Review

Heritage Wealth Advisors sold out of Globe Life (GL) in Q3 2021, closing a stake of 14 shares — an estimated $1.33K sold.

Heritage Wealth Advisors first reported a position in GL in Q4 2019 and held it in 4 quarters. The position peaked at $1.58K in Q4 2019. 460 funds tracked by Wall St. Rank hold GL as of Q3 2021.

  • Heritage Wealth Advisors reported no remaining Globe Life position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 14 Globe Life shares in Q3 2021, an estimated $1.33K.
  • Heritage Wealth Advisors first reported a position in Globe Life in Q4 2019 and held it in 4 quarters.
  • Heritage Wealth Advisors's Globe Life position peaked at $1.58K in Q4 2019.
  • 460 funds tracked by Wall St. Rank held Globe Life as of Q3 2021.

Based on Heritage Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.