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TRUE Private Wealth Advisors’s Globe Life GL Stock Holding History

TRUE Private 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
-26
Closed -$2K – 424
2020
Q4 		$2K Hold
26
– – ﹤0.01% 663
2020
Q3 		$2K Hold
26
– – ﹤0.01% 624
2020
Q2 		$1K Hold
26
– – ﹤0.01% 646
2020
Q1 		$1K Hold
26
– – ﹤0.01% 634
2019
Q4 		$2K Buy
+26
New +$2.59K ﹤0.01% 742
2019
Q3 		– Sell
-46
Closed -$4K – 423
2019
Q2 		$4K Buy
+46
New +$4.01K ﹤0.01% 658
2018
Q4 		– Sell
-446
Closed -$38.7K – 517
2018
Q3 		$38.7K Buy
+446
New +$38.5K 0.01% 495

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

TRUE Private Wealth Advisors's GL Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Globe Life (GL) in Q1 2021, closing a stake of 26 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in GL in Q3 2018 and held it in 7 quarters. The position peaked at $38.7K in Q3 2018. 484 funds tracked by Wall St. Rank hold GL as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Globe Life position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 26 Globe Life shares in Q1 2021, an estimated $2K.
  • TRUE Private Wealth Advisors first reported a position in Globe Life in Q3 2018 and held it in 7 quarters.
  • TRUE Private Wealth Advisors's Globe Life position peaked at $38.7K in Q3 2018.
  • 484 funds tracked by Wall St. Rank held Globe Life as of Q1 2021.

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