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Pinnacle Wealth Management’s Globe Life GL Stock Holding History

Pinnacle Wealth Management’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
2022
Q2 		– Sell
-20,085
Closed -$2.02M – 43
2022
Q1 		$2.02M Buy
+20,085
New +$2.04M 2.36% 23

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Pinnacle Wealth Management's GL Position: Q2 2022 in Review

Pinnacle Wealth Management sold out of Globe Life (GL) in Q2 2022, closing a stake of 20,085 shares — an estimated $2.02M sold.

Pinnacle Wealth Management first reported a position in GL in Q1 2022 and held it in 1 quarter. The position peaked at $2.02M in Q1 2022. 461 funds tracked by Wall St. Rank hold GL as of Q2 2022.

  • Pinnacle Wealth Management reported no remaining Globe Life position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Wealth Management sold 20,085 Globe Life shares in Q2 2022, an estimated $2.02M.
  • Pinnacle Wealth Management first reported a position in Globe Life in Q1 2022 and held it in 1 quarter.
  • Pinnacle Wealth Management's Globe Life position peaked at $2.02M in Q1 2022.
  • 461 funds tracked by Wall St. Rank held Globe Life as of Q2 2022.

Based on Pinnacle Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.