RPWA
GL icon

Regent Peak Wealth Advisors’s Globe Life GL Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-85
Closed -$8K – 473
2020
Q4 		$8K Buy
+85
New +$7.57K ﹤0.01% 584

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
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
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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Regent Peak Wealth Advisors's GL Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Globe Life (GL) in Q1 2021, closing a stake of 85 shares — an estimated $8K sold.

Regent Peak Wealth Advisors first reported a position in GL in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 484 funds tracked by Wall St. Rank hold GL as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Globe Life position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 85 Globe Life shares in Q1 2021, an estimated $8K.
  • Regent Peak Wealth Advisors first reported a position in Globe Life in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Globe Life position peaked at $8K in Q4 2020.
  • 484 funds tracked by Wall St. Rank held Globe Life as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.