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Platte River Wealth Advisors’s Globe Life GL Stock Holding History

Platte River 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
Q3 		$2.87M Hold
27,080
– – 0.77% 30
2024
Q2 		$2.23M Sell
27,080
-390
-1% -$32.3K 0.63% 30
2024
Q1 		$3.2M Sell
27,470
-1,488
-5% -$182K 0.91% 27
2023
Q4 		$3.52M Sell
28,958
-2,042
-7% -$240K 1.17% 22
2023
Q3 		$3.37M Buy
+31,000
New +$3.46M 1.23% 22
2023
Q1 		– Sell
-31,000
Closed -$3.74M – 95
2022
Q4 		$3.74M Hold
31,000
– – 1.58% 16
2022
Q3 		$3.09M Buy
+31,000
New +$3.11M 1.38% 20

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Platte River Wealth Advisors's GL Position: Q3 2024 in Review

Platte River Wealth Advisors held its Globe Life (GL) position steady in Q3 2024 at 27,080 shares worth $2.87M. The position accounts for 0.77% of the portfolio, ranked #30.

Platte River Wealth Advisors first reported a position in GL in Q3 2022 and has held it in 7 quarters since. The position peaked at $3.74M in Q4 2022. 526 funds tracked by Wall St. Rank hold GL as of Q3 2024.

  • Platte River Wealth Advisors held 27,080 shares of Globe Life worth $2.87M as of Q3 2024.
  • Platte River Wealth Advisors left its Globe Life share count unchanged in Q3 2024.
  • Globe Life made up 0.77% of Platte River Wealth Advisors's portfolio in Q3 2024, its #30 holding.
  • Platte River Wealth Advisors first reported a position in Globe Life in Q3 2022 and has held it in 7 quarters since.
  • Platte River Wealth Advisors's Globe Life position peaked at $3.74M in Q4 2022.
  • 526 funds tracked by Wall St. Rank held Globe Life as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.