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

Prestige 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
2021
Q4 		– Sell
-4
Closed – – 1012
2021
Q3 		$0 Hold
4
– – ﹤0.01% 1001
2021
Q2 		$0 Hold
4
– – ﹤0.01% 990
2021
Q1 		$0 Hold
4
– – ﹤0.01% 980
2020
Q4 		$0 Buy
+4
New +$356 ﹤0.01% 972

Other funds holding GL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prestige Wealth Management Group's GL Position: Q4 2021 in Review

Prestige Wealth Management Group sold out of Globe Life (GL) in Q4 2021, closing a stake of 4 shares.

Prestige Wealth Management Group first reported a position in GL in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q3 2021. 462 funds tracked by Wall St. Rank hold GL as of Q4 2021.

  • Prestige Wealth Management Group reported no remaining Globe Life position as of Q4 2021 after selling out during the quarter.
  • Prestige Wealth Management Group sold 4 Globe Life shares in Q4 2021.
  • Prestige Wealth Management Group first reported a position in Globe Life in Q4 2020 and held it in 4 quarters.
  • Prestige Wealth Management Group's Globe Life position peaked at $0 in Q3 2021.
  • 462 funds tracked by Wall St. Rank held Globe Life as of Q4 2021.

Based on Prestige Wealth Management Group's 13F filing for Q4 2021, filed 15 Feb 2022.