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Washington Trust Advisors’s Globe Life GL Stock Holding History

Washington Trust 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
2023
Q2 		– Sell
-15
Closed -$1.65K – 707
2023
Q1 		$1.65K Hold
15
– – ﹤0.01% 742
2022
Q4 		$1.81K Sell
15
-475
-97% -$54.3K ﹤0.01% 731
2022
Q3 		$49K Hold
490
– – ﹤0.01% 390
2022
Q2 		$48K Buy
490
+30
+7% +$2.94K ﹤0.01% 406
2022
Q1 		$46K Sell
460
-90
-16% -$9.12K ﹤0.01% 462
2021
Q4 		$52K Buy
+550
New +$50.9K ﹤0.01% 468

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Washington Trust Advisors's GL Position: Q2 2023 in Review

Washington Trust Advisors sold out of Globe Life (GL) in Q2 2023, closing a stake of 15 shares — an estimated $1.65K sold.

Washington Trust Advisors first reported a position in GL in Q4 2021 and held it in 6 quarters. The position peaked at $52K in Q4 2021. 541 funds tracked by Wall St. Rank hold GL as of Q2 2023.

  • Washington Trust Advisors reported no remaining Globe Life position as of Q2 2023 after selling out during the quarter.
  • Washington Trust Advisors sold 15 Globe Life shares in Q2 2023, an estimated $1.65K.
  • Washington Trust Advisors first reported a position in Globe Life in Q4 2021 and held it in 6 quarters.
  • Washington Trust Advisors's Globe Life position peaked at $52K in Q4 2021.
  • 541 funds tracked by Wall St. Rank held Globe Life as of Q2 2023.

Based on Washington Trust Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.