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Pacific Capital Wealth Advisors’s Globe Life GL Stock Holding History

Pacific Capital 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
Q2 		– Sell
-40
Closed -$4.66K – 603
2024
Q1 		$4.66K Buy
+40
New +$4.89K ﹤0.01% 326

Other funds holding GL

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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Pacific Capital Wealth Advisors's GL Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Globe Life (GL) in Q2 2024, closing a stake of 40 shares — an estimated $4.66K sold.

Pacific Capital Wealth Advisors first reported a position in GL in Q1 2024 and held it in 1 quarter. The position peaked at $4.66K in Q1 2024. 503 funds tracked by Wall St. Rank hold GL as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Globe Life position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 40 Globe Life shares in Q2 2024, an estimated $4.66K.
  • Pacific Capital Wealth Advisors first reported a position in Globe Life in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Globe Life position peaked at $4.66K in Q1 2024.
  • 503 funds tracked by Wall St. Rank held Globe Life as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.