IAA
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Independent Advisor Alliance’s Globe Life GL Stock Holding History

Independent Advisor Alliance’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
-2,718
Closed -$242K – 693
2021
Q3 		$242K Buy
+2,718
New +$254K 0.01% 549

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 $8.84B AUM 6.92% 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

Independent Advisor Alliance's GL Position: Q4 2021 in Review

Independent Advisor Alliance sold out of Globe Life (GL) in Q4 2021, closing a stake of 2,718 shares — an estimated $242K sold.

Independent Advisor Alliance first reported a position in GL in Q3 2021 and held it in 1 quarter. The position peaked at $242K in Q3 2021. 462 funds tracked by Wall St. Rank hold GL as of Q4 2021.

  • Independent Advisor Alliance reported no remaining Globe Life position as of Q4 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,718 Globe Life shares in Q4 2021, an estimated $242K.
  • Independent Advisor Alliance first reported a position in Globe Life in Q3 2021 and held it in 1 quarter.
  • Independent Advisor Alliance's Globe Life position peaked at $242K in Q3 2021.
  • 462 funds tracked by Wall St. Rank held Globe Life as of Q4 2021.

Based on Independent Advisor Alliance's 13F filing for Q4 2021, filed 11 Feb 2022.