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Concord Wealth Partners’s Reinsurance Group of America RGA Stock Holding History

Concord Wealth Partners’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
2023
Q4 		– Sell
-17
Closed -$2.47K – 976
2023
Q3 		$2.47K Hold
17
– – ﹤0.01% 840
2023
Q2 		$2.36K Hold
17
– – ﹤0.01% 841
2023
Q1 		$2.26K Hold
17
– – ﹤0.01% 794
2022
Q4 		$2.42K Buy
+17
New +$2.37K ﹤0.01% 900
2022
Q3 		– Sell
-17
Closed -$2K – 913
2022
Q2 		$2K Hold
17
– – ﹤0.01% 1053
2022
Q1 		$2K Hold
17
– – ﹤0.01% 1127
2021
Q4 		$2K Hold
17
– – ﹤0.01% 1156
2021
Q3 		$2K Hold
17
– – ﹤0.01% 777
2021
Q2 		$2K Hold
17
– – ﹤0.01% 912
2021
Q1 		$2K Buy
+17
New +$2.02K ﹤0.01% 849

Other funds holding RGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Concord Wealth Partners's RGA Position: Q4 2023 in Review

Concord Wealth Partners sold out of Reinsurance Group of America (RGA) in Q4 2023, closing a stake of 17 shares — an estimated $2.47K sold.

Concord Wealth Partners first reported a position in RGA in Q1 2021 and held it in 10 quarters. The position peaked at $2.47K in Q3 2023. 513 funds tracked by Wall St. Rank hold RGA as of Q4 2023.

  • Concord Wealth Partners reported no remaining Reinsurance Group of America position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 17 Reinsurance Group of America shares in Q4 2023, an estimated $2.47K.
  • Concord Wealth Partners first reported a position in Reinsurance Group of America in Q1 2021 and held it in 10 quarters.
  • Concord Wealth Partners's Reinsurance Group of America position peaked at $2.47K in Q3 2023.
  • 513 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.