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Valeo Financial Advisors’s Globe Life GL Stock Holding History

Valeo Financial 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
Q2 		– Sell
-4
Closed – – 1023
2021
Q1 		$0 Buy
+4
New +$383 ﹤0.01% 2084
2020
Q3 		– Sell
-100
Closed -$7K – 1796
2020
Q2 		$7K Buy
100
+27
+37% +$2.05K ﹤0.01% 1400
2020
Q1 		$6K Buy
73
+47
+181% +$4.43K ﹤0.01% 1251
2019
Q4 		$3K Sell
26
-933
-97% -$93K ﹤0.01% 1391
2019
Q3 		$92K Hold
959
– – 0.01% 452
2019
Q2 		$86K Hold
959
– – 0.01% 462
2019
Q1 		$79K Buy
959
+2
+0.2% +$164 0.01% 459
2018
Q4 		$71K Sell
957
-70
-7% -$5.82K 0.01% 437
2018
Q3 		$87K Sell
1,027
-11
-1% -$950 0.01% 426
2018
Q2 		$90K Buy
1,038
+995
+2,314% +$84.5K 0.01% 417
2018
Q1 		$4K Buy
43
+1
+2% +$87 ﹤0.01% 1191
2017
Q4 		$4K Buy
42
+1
+2% +$86 ﹤0.01% 1068
2017
Q3 		$3K Buy
+41
New +$3.19K ﹤0.01% 956

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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Valeo Financial Advisors's GL Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Globe Life (GL) in Q2 2021, closing a stake of 4 shares.

Valeo Financial Advisors first reported a position in GL in Q3 2017 and held it in 13 quarters. The position peaked at $92K in Q3 2019. 467 funds tracked by Wall St. Rank hold GL as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Globe Life position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 4 Globe Life shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in Globe Life in Q3 2017 and held it in 13 quarters.
  • Valeo Financial Advisors's Globe Life position peaked at $92K in Q3 2019.
  • 467 funds tracked by Wall St. Rank held Globe Life as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.