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	–	982
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	–	914
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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return