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SYSTM Wealth Solutions’s Globe Life GL Stock Holding History

SYSTM Wealth Solutions’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
-6,600
Closed -$768K – 784
2024
Q1 		$768K Sell
6,600
-264
-4% -$32.3K 0.1% 234
2023
Q4 		$835K Sell
6,864
-2,688
-28% -$316K 0.12% 219
2023
Q3 		$1.04M Buy
+9,552
New +$1.07M 0.16% 180
2023
Q2 		– Sell
-7,199
Closed -$792K – 502
2023
Q1 		$792K Buy
7,199
+200
+3% +$23.5K 0.12% 207
2022
Q4 		$844K Buy
+6,999
New +$800K 0.1% 242

Other funds holding GL

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

SYSTM Wealth Solutions's GL Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Globe Life (GL) in Q2 2024, closing a stake of 6,600 shares — an estimated $768K sold.

SYSTM Wealth Solutions first reported a position in GL in Q4 2022 and held it in 5 quarters. The position peaked at $1.04M in Q3 2023. 502 funds tracked by Wall St. Rank hold GL as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Globe Life position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 6,600 Globe Life shares in Q2 2024, an estimated $768K.
  • SYSTM Wealth Solutions first reported a position in Globe Life in Q4 2022 and held it in 5 quarters.
  • SYSTM Wealth Solutions's Globe Life position peaked at $1.04M in Q3 2023.
  • 502 funds tracked by Wall St. Rank held Globe Life as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.