River Wealth Advisors’s Globe Life GL Stock Holding History

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 Q2	–	Sell	-3,049	Closed	-$355K	–	199
2024 Q1	$355K	Sell	3,049 -119	-4%	-$14.6K	0.05%	162
2023 Q4	$386K	Sell	3,168 -118	-4%	-$13.9K	0.06%	154
2023 Q3	$357K	Hold	3,286	–	–	0.06%	158
2023 Q2	$360K	Hold	3,286	–	–	0.06%	167
2023 Q1	$362K	Hold	3,286	–	–	0.07%	166
2022 Q4	$396K	Hold	3,286	–	–	0.08%	165
2022 Q3	$328K	Sell	3,286 -275	-8%	-$27.6K	0.07%	162
2022 Q2	$347K	Hold	3,561	–	–	0.06%	171
2022 Q1	$358K	Buy	3,561 +275	+8%	+$27.9K	0.06%	171
2021 Q4	$308K	Buy	3,286 +232	+8%	+$21.5K	0.05%	188
2021 Q3	$272K	Hold	3,054	–	–	0.05%	188
2021 Q2	$291K	Buy	3,054 +120	+4%	+$12.3K	0.05%	186
2021 Q1	$284K	Buy	2,934 +372	+15%	+$35.6K	0.05%	186
2020 Q4	$243K	Hold	2,562	–	–	0.05%	189
2020 Q3	$205K	Buy	+2,562	New	+$205K	0.05%	194
2019 Q1	–	Sell	-194	Closed	-$14K	–	279
2018 Q4	$14K	Sell	194 -350	-64%	-$29.1K	0.01%	378
2018 Q3	$47K	Hold	544	–	–	0.02%	282
2018 Q2	$44K	Buy	+544	New	+$46.2K	0.02%	281

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

River Wealth Advisors's GL Position: Q2 2024 in Review

River Wealth Advisors sold out of Globe Life (GL) in Q2 2024, closing a stake of 3,049 shares — an estimated $355K sold.

River Wealth Advisors first reported a position in GL in Q2 2018 and held it in 18 quarters. The position peaked at $396K in Q4 2022. 502 funds tracked by Wall St. Rank hold GL as of Q2 2024.

River Wealth Advisors reported no remaining Globe Life position as of Q2 2024 after selling out during the quarter.
River Wealth Advisors sold 3,049 Globe Life shares in Q2 2024, an estimated $355K.
River Wealth Advisors first reported a position in Globe Life in Q2 2018 and held it in 18 quarters.
River Wealth Advisors's Globe Life position peaked at $396K in Q4 2022.
502 funds tracked by Wall St. Rank held Globe Life as of Q2 2024.

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