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TFO Wealth Partners’s Globe Life GL Stock Holding History

TFO Wealth Partners’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
-4
Closed -$465 – 337
2024
Q1 		$465 Hold
4
– – ﹤0.01% 281
2023
Q4 		$487 Hold
4
– – ﹤0.01% 341
2023
Q3 		$438 Hold
4
– – ﹤0.01% 498
2023
Q2 		$438 Hold
4
– – ﹤0.01% 313
2023
Q1 		$440 Sell
4
-16
-80% -$1.88K ﹤0.01% 274
2022
Q4 		$988 Buy
+20
New +$2.29K ﹤0.01% 370

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

TFO Wealth Partners's GL Position: Q2 2024 in Review

TFO Wealth Partners sold out of Globe Life (GL) in Q2 2024, closing a stake of 4 shares — an estimated $465 sold.

TFO Wealth Partners first reported a position in GL in Q4 2022 and held it in 6 quarters. The position peaked at $988 in Q4 2022. 503 funds tracked by Wall St. Rank hold GL as of Q2 2024.

  • TFO Wealth Partners reported no remaining Globe Life position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Globe Life shares in Q2 2024, an estimated $465.
  • TFO Wealth Partners first reported a position in Globe Life in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Globe Life position peaked at $988 in Q4 2022.
  • 503 funds tracked by Wall St. Rank held Globe Life as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.