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Wetzel Investment Advisors’s Globe Life GL Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-5
Closed -$582 – 416
2024
Q2 		$582 Hold
5
– – ﹤0.01% 860
2024
Q1 		$325 Sell
5
-72
-94% -$8.81K ﹤0.01% 1002
2023
Q4 		$9K Buy
+77
New +$9.05K 0.01% 547

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

Wetzel Investment Advisors's GL Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Globe Life (GL) in Q3 2024, closing a stake of 5 shares — an estimated $582 sold.

Wetzel Investment Advisors first reported a position in GL in Q4 2023 and held it in 3 quarters. The position peaked at $9K in Q4 2023. 526 funds tracked by Wall St. Rank hold GL as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Globe Life position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 5 Globe Life shares in Q3 2024, an estimated $582.
  • Wetzel Investment Advisors first reported a position in Globe Life in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Globe Life position peaked at $9K in Q4 2023.
  • 526 funds tracked by Wall St. Rank held Globe Life as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.