My Personal CFO LLC’s Globe Life GL Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-3	Closed	-$362	–	368
2022 Q4	$362	Buy	+3	New	+$343	﹤0.01%	799

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

My Personal CFO LLC's GL Position: Q1 2023 in Review

My Personal CFO LLC sold out of Globe Life (GL) in Q1 2023, closing a stake of 3 shares — an estimated $362 sold.

My Personal CFO LLC first reported a position in GL in Q4 2022 and held it in 1 quarter. The position peaked at $362 in Q4 2022. 521 funds tracked by Wall St. Rank hold GL as of Q1 2023.

My Personal CFO LLC reported no remaining Globe Life position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 3 Globe Life shares in Q1 2023, an estimated $362.
My Personal CFO LLC first reported a position in Globe Life in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Globe Life position peaked at $362 in Q4 2022.
521 funds tracked by Wall St. Rank held Globe Life as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.