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Wealthspire Advisors (Maryland)’s Globe Life GL Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$266K Buy
3,324
+447
+16% +$35.7K 0.01% 368
2020
Q2 		$214K Sell
2,877
-14
-0.5% -$1.06K 0.02% 408
2020
Q1 		$208K Sell
2,891
-127
-4% -$12K 0.02% 380
2019
Q4 		$318K Sell
3,018
-145
-5% -$14.5K 0.02% 365
2019
Q3 		$303K Sell
3,163
-3
-0.1% -$272 0.02% 346
2019
Q2 		$283K Buy
3,166
+1
+0% +$87 0.02% 365
2019
Q1 		$259K Sell
3,165
-15
-0.5% -$1.23K 0.02% 390
2018
Q4 		$237K Buy
3,180
+26
+0.8% +$2.16K 0.02% 372
2018
Q3 		$273K Sell
3,154
-103
-3% -$8.9K 0.02% 386
2018
Q2 		$265K Buy
3,257
+45
+1% +$3.82K 0.02% 392
2018
Q1 		$270K Sell
3,212
-183
-5% -$16K 0.03% 389
2017
Q4 		$308K Buy
3,395
+363
+12% +$31.1K 0.03% 361
2017
Q3 		$243K Buy
3,032
+90
+3% +$7.01K 0.03% 412
2017
Q2 		$225K Buy
2,942
+515
+21% +$39.2K 0.03% 415
2017
Q1 		$187K Buy
2,427
+69
+3% +$5.24K 0.03% 416
2016
Q4 		$174K Sell
2,358
-482
-17% -$33K 0.03% 413
2016
Q3 		$181K Buy
2,840
+1,893
+200% +$119K 0.03% 408
2016
Q2 		$59K Buy
947
+642
+210% +$37.5K 0.01% 694
2016
Q1 		$17K Hold
305
– – ﹤0.01% 1016
2015
Q4 		$17K Buy
+305
New +$17.9K ﹤0.01% 1018

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GL Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Globe Life (GL) stake by 16% in Q3 2020, buying an estimated $35.7K and bringing the position to 3,324 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #368.

Wealthspire Advisors (Maryland) first reported a position in GL in Q4 2015 and has held it in 20 quarters since. The position peaked at $318K in Q4 2019. 459 funds tracked by Wall St. Rank hold GL as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,324 shares of Globe Life worth $266K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 447 Globe Life shares in Q3 2020, an estimated $35.7K.
  • Globe Life made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #368 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Globe Life in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Globe Life position peaked at $318K in Q4 2019.
  • 459 funds tracked by Wall St. Rank held Globe Life as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.