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Atria Wealth Solutions’s RenaissanceRe RNR Stock Holding History

Atria Wealth Solutions’s Portfolio RNR Stock Details RNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,303
Closed -$261K – 1973
2023
Q1 		$261K Buy
+1,303
New +$262K ﹤0.01% 1504

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Atria Wealth Solutions's RNR Position: Q2 2023 in Review

Atria Wealth Solutions sold out of RenaissanceRe (RNR) in Q2 2023, closing a stake of 1,303 shares — an estimated $261K sold.

Atria Wealth Solutions first reported a position in RNR in Q1 2023 and held it in 1 quarter. The position peaked at $261K in Q1 2023. 404 funds tracked by Wall St. Rank hold RNR as of Q2 2023.

  • Atria Wealth Solutions reported no remaining RenaissanceRe position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,303 RenaissanceRe shares in Q2 2023, an estimated $261K.
  • Atria Wealth Solutions first reported a position in RenaissanceRe in Q1 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's RenaissanceRe position peaked at $261K in Q1 2023.
  • 404 funds tracked by Wall St. Rank held RenaissanceRe as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.