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National Wealth Management Group’s Globe Life GL Stock Holding History

National Wealth Management Group’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
Q1 		– Sell
-3,416
Closed -$416K – 142
2023
Q4 		$416K Buy
+3,416
New +$402K 0.4% 77

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

National Wealth Management Group's GL Position: Q1 2024 in Review

National Wealth Management Group sold out of Globe Life (GL) in Q1 2024, closing a stake of 3,416 shares — an estimated $416K sold.

National Wealth Management Group first reported a position in GL in Q4 2023 and held it in 1 quarter. The position peaked at $416K in Q4 2023. 598 funds tracked by Wall St. Rank hold GL as of Q1 2024.

  • National Wealth Management Group reported no remaining Globe Life position as of Q1 2024 after selling out during the quarter.
  • National Wealth Management Group sold 3,416 Globe Life shares in Q1 2024, an estimated $416K.
  • National Wealth Management Group first reported a position in Globe Life in Q4 2023 and held it in 1 quarter.
  • National Wealth Management Group's Globe Life position peaked at $416K in Q4 2023.
  • 598 funds tracked by Wall St. Rank held Globe Life as of Q1 2024.

Based on National Wealth Management Group's 13F filing for Q1 2024, filed 17 May 2024.