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Tyler-Stone Wealth Management’s Globe Life GL Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-57
Closed -$4.69K – 552
2024
Q2 		$4.69K Hold
57
– – ﹤0.01% 772
2024
Q1 		$6.63K Hold
57
– – ﹤0.01% 713
2023
Q4 		$6.94K Hold
57
– – ﹤0.01% 690
2023
Q3 		$6K Hold
57
– – ﹤0.01% 686
2023
Q2 		$6K Buy
+57
New +$6.13K ﹤0.01% 679

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 $3.38T AUM 44.17% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tyler-Stone Wealth Management's GL Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Globe Life (GL) in Q3 2024, closing a stake of 57 shares — an estimated $4.69K sold.

Tyler-Stone Wealth Management first reported a position in GL in Q2 2023 and held it in 5 quarters. The position peaked at $6.94K in Q4 2023. 526 funds tracked by Wall St. Rank hold GL as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Globe Life position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 57 Globe Life shares in Q3 2024, an estimated $4.69K.
  • Tyler-Stone Wealth Management first reported a position in Globe Life in Q2 2023 and held it in 5 quarters.
  • Tyler-Stone Wealth Management's Globe Life position peaked at $6.94K in Q4 2023.
  • 526 funds tracked by Wall St. Rank held Globe Life as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.