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Wipfli Financial Advisors’s Globe Life GL Stock Holding History

Wipfli 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
2022
Q3 		$138K Buy
+1,385
New +$139K 0.01% 584

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Wipfli Financial Advisors's GL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Globe Life (GL) in Q3 2022: 1,385 shares worth $138K. The stake represents 0.01% of the portfolio and ranks #584 among its holdings.

479 funds tracked by Wall St. Rank hold GL as of Q3 2022.

  • Wipfli Financial Advisors held 1,385 shares of Globe Life worth $138K as of Q3 2022.
  • Globe Life was a new Wipfli Financial Advisors position in Q3 2022.
  • Globe Life made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #584 holding.
  • 479 funds tracked by Wall St. Rank held Globe Life as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.