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Sutton Wealth Advisors’s Globe Life GL Stock Holding History

Sutton 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
2023
Q3 		$7.18K Hold
66
– – ﹤0.01% 526
2023
Q2 		$7.24K Sell
66
-13
-16% -$1.4K ﹤0.01% 511
2023
Q1 		$8.69K Sell
79
-1,417
-95% -$166K ﹤0.01% 447
2022
Q4 		$180K Hold
1,496
– – 0.07% 186
2022
Q3 		$149K Hold
1,496
– – 0.06% 197
2022
Q2 		$146K Sell
1,496
-7
-0.5% -$686 0.06% 198
2022
Q1 		$151K Buy
1,503
+7
+0.5% +$710 0.05% 205
2021
Q4 		$140K Hold
1,496
– – 0.05% 218
2021
Q3 		$133K Buy
1,496
+3
+0.2% +$280 0.05% 216
2021
Q2 		$142K Hold
1,493
– – 0.05% 211
2021
Q1 		$144K Hold
1,493
– – 0.06% 205
2020
Q4 		$142K Hold
1,493
– – 0.06% 196
2020
Q3 		$119K Hold
1,493
– – 0.06% 197
2020
Q2 		$111K Sell
1,493
-1
-0.1% -$76 0.06% 199
2020
Q1 		$108K Hold
1,494
– – 0.07% 185
2019
Q4 		$157K Hold
1,494
– – 0.08% 175
2019
Q3 		$143K Hold
1,494
– – 0.08% 178
2019
Q2 		$134K Buy
1,494
+8
+0.5% +$698 0.08% 178
2019
Q1 		$122K Buy
1,486
+16
+1% +$1.31K 0.07% 186
2018
Q4 		$110K Hold
1,470
– – 0.07% 182
2018
Q3 		$127K Hold
1,470
– – 0.08% 175
2018
Q2 		$120K Hold
1,470
– – 0.08% 180
2018
Q1 		$124K Hold
1,470
– – 0.09% 174
2017
Q4 		$133K Hold
1,470
– – 0.1% 167
2017
Q3 		$118K Hold
1,470
– – 0.09% 178
2017
Q2 		$112K Hold
1,470
– – 0.09% 183
2017
Q1 		$113K Hold
1,470
– – 0.09% 177
2016
Q4 		$108K Hold
1,470
– – 0.1% 176
2016
Q3 		$93.9K Hold
1,470
– – 0.09% 186
2016
Q2 		$90.9K Hold
1,470
– – 0.09% 187
2016
Q1 		$79.6K Buy
+1,470
New +$78.3K 0.08% 200

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sutton Wealth Advisors's GL Position: Q3 2023 in Review

Sutton Wealth Advisors held its Globe Life (GL) position steady in Q3 2023 at 66 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Sutton Wealth Advisors first reported a position in GL in Q1 2016 and has held it in 31 quarters since. The position peaked at $180K in Q4 2022. 543 funds tracked by Wall St. Rank hold GL as of Q3 2023.

  • Sutton Wealth Advisors held 66 shares of Globe Life worth $7.18K as of Q3 2023.
  • Sutton Wealth Advisors left its Globe Life share count unchanged in Q3 2023.
  • Globe Life made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #526 holding.
  • Sutton Wealth Advisors first reported a position in Globe Life in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Globe Life position peaked at $180K in Q4 2022.
  • 543 funds tracked by Wall St. Rank held Globe Life as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.