SOA Wealth Advisors’s Globe Life GL Stock Holding History

SOA 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 Q4	–	Sell	-1	Closed	-$109	–	885
2024 Q3	$109	Hold	1	–	–	﹤0.01%	806
2024 Q2	$84	Sell	1 -1	-50%	-$83	﹤0.01%	828
2024 Q1	$235	Hold	2	–	–	﹤0.01%	848
2023 Q4	$246	Hold	2	–	–	﹤0.01%	840
2023 Q3	$219	Hold	2	–	–	﹤0.01%	872
2023 Q2	$221	Hold	2	–	–	﹤0.01%	875
2023 Q1	$221	Hold	2	–	–	﹤0.01%	897
2022 Q4	$242	Sell	2 -5	-71%	-$572	﹤0.01%	891
2022 Q3	$0	Hold	7	–	–	﹤0.01%	873
2022 Q2	$0	Sell	7 -37	-84%	-$3.63K	﹤0.01%	884
2022 Q1	$4K	Hold	44	–	–	﹤0.01%	712
2021 Q4	$4K	Hold	44	–	–	﹤0.01%	688
2021 Q3	$3K	Sell	44 -1	-2%	-$93	﹤0.01%	742
2021 Q2	$4K	Buy	45 +44	+4,400%	+$4.5K	﹤0.01%	688
2021 Q1	$0	Hold	1	–	–	﹤0.01%	847
2020 Q4	$0	Buy	+1	New	+$89	﹤0.01%	823

Other funds holding GL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SOA Wealth Advisors's GL Position: Q4 2024 in Review

SOA Wealth Advisors sold out of Globe Life (GL) in Q4 2024, closing a stake of 1 share — an estimated $109 sold.

SOA Wealth Advisors first reported a position in GL in Q4 2020 and held it in 16 quarters. The position peaked at $4K in Q1 2022. 568 funds tracked by Wall St. Rank hold GL as of Q4 2024.

SOA Wealth Advisors reported no remaining Globe Life position as of Q4 2024 after selling out during the quarter.
SOA Wealth Advisors sold 1 Globe Life share in Q4 2024, an estimated $109.
SOA Wealth Advisors first reported a position in Globe Life in Q4 2020 and held it in 16 quarters.
SOA Wealth Advisors's Globe Life position peaked at $4K in Q1 2022.
568 funds tracked by Wall St. Rank held Globe Life as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.