Canvas Wealth Advisors’s Reinsurance Group of America RGA Stock Holding History

Canvas Wealth Advisors’s Portfolio RGA Stock Details RGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,971	Closed	-$445K	–	183
2024 Q2	$445K	Sell	1,971 -1,751	-47%	-$350K	0.14%	88
2024 Q1	$670K	Sell	3,722 -1,498	-29%	-$261K	0.23%	55
2023 Q4	$880K	Buy	5,220 +1,932	+59%	+$301K	0.32%	49
2023 Q3	$487K	Sell	3,288 -1,540	-32%	-$218K	0.2%	65
2023 Q2	$692K	Sell	4,828 -229	-5%	-$32.6K	0.26%	59
2023 Q1	$716K	Buy	5,057 +1,260	+33%	+$179K	0.3%	52
2022 Q4	$536K	Sell	3,797 -554	-13%	-$77.4K	0.22%	67
2022 Q3	$622K	Buy	+4,351	New	+$535K	0.26%	61

Other funds holding RGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Canvas Wealth Advisors's RGA Position: Q3 2024 in Review

Canvas Wealth Advisors sold out of Reinsurance Group of America (RGA) in Q3 2024, closing a stake of 1,971 shares — an estimated $445K sold.

Canvas Wealth Advisors first reported a position in RGA in Q3 2022 and held it in 8 quarters. The position peaked at $880K in Q4 2023. 606 funds tracked by Wall St. Rank hold RGA as of Q3 2024.

Canvas Wealth Advisors reported no remaining Reinsurance Group of America position as of Q3 2024 after selling out during the quarter.
Canvas Wealth Advisors sold 1,971 Reinsurance Group of America shares in Q3 2024, an estimated $445K.
Canvas Wealth Advisors first reported a position in Reinsurance Group of America in Q3 2022 and held it in 8 quarters.
Canvas Wealth Advisors's Reinsurance Group of America position peaked at $880K in Q4 2023.
606 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q3 2024.

Based on Canvas Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.