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Wealthcare Capital Management’s Globe Life GL Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-41
Closed -$4K – 311
2021
Q1 		$4K Buy
+41
New +$3.93K ﹤0.01% 425
2020
Q1 		– Sell
-20
Closed -$2K – 415
2019
Q4 		$2K Buy
+20
New +$1.99K ﹤0.01% 465
2015
Q3 		– Sell
-60
Closed – – 304
2015
Q2 		$0 Sell
60
-997
-94% -$56.9K ﹤0.01% 576
2015
Q1 		$58K Buy
+1,057
New +$56.2K 0.01% 218

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

Wealthcare Capital Management's GL Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Globe Life (GL) in Q2 2021, closing a stake of 41 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in GL in Q1 2015 and held it in 4 quarters. The position peaked at $58K in Q1 2015. 467 funds tracked by Wall St. Rank hold GL as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Globe Life position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 41 Globe Life shares in Q2 2021, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Globe Life in Q1 2015 and held it in 4 quarters.
  • Wealthcare Capital Management's Globe Life position peaked at $58K in Q1 2015.
  • 467 funds tracked by Wall St. Rank held Globe Life as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.