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Ropes Wealth Advisors’s Globe Life GL Stock Holding History

Ropes 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
-2
Closed – – 454
2020
Q4 		$0 Sell
2
-436
-100% -$38.8K ﹤0.01% 841
2020
Q3 		$35K Hold
438
– – 0.01% 370
2020
Q2 		$33K Buy
+438
New +$33.2K 0.01% 344
2017
Q2 		– Sell
-9
Closed -$1K – 540
2017
Q1 		$1K Buy
+9
New +$683 ﹤0.01% 501

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

Ropes Wealth Advisors's GL Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Globe Life (GL) in Q1 2021, closing a stake of 2 shares.

Ropes Wealth Advisors first reported a position in GL in Q1 2017 and held it in 4 quarters. The position peaked at $35K in Q3 2020. 484 funds tracked by Wall St. Rank hold GL as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Globe Life position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 2 Globe Life shares in Q1 2021.
  • Ropes Wealth Advisors first reported a position in Globe Life in Q1 2017 and held it in 4 quarters.
  • Ropes Wealth Advisors's Globe Life position peaked at $35K in Q3 2020.
  • 484 funds tracked by Wall St. Rank held Globe Life as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.