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Liberty Wealth Management’s Reinsurance Group of America RGA Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-40
Closed -$4K – 883
2021
Q3 		$4K Buy
40
+21
+111% +$2.39K ﹤0.01% 982
2021
Q2 		$2K Hold
19
– – ﹤0.01% 939
2021
Q1 		$2K Hold
19
– – ﹤0.01% 831
2020
Q4 		$2K Buy
19
+13
+217% +$1.45K ﹤0.01% 828
2020
Q3 		$1K Hold
6
– – ﹤0.01% 826
2020
Q2 		$0 Hold
6
– – ﹤0.01% 961
2020
Q1 		$1K Hold
6
– – ﹤0.01% 832
2019
Q4 		$1K Hold
6
– – ﹤0.01% 858
2019
Q3 		$1K Hold
6
– – ﹤0.01% 824
2019
Q2 		$1K Hold
6
– – ﹤0.01% 856
2019
Q1 		$0 Buy
+6
New +$864 ﹤0.01% 827

Other funds holding RGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Liberty Wealth Management's RGA Position: Q4 2021 in Review

Liberty Wealth Management sold out of Reinsurance Group of America (RGA) in Q4 2021, closing a stake of 40 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in RGA in Q1 2019 and held it in 11 quarters. The position peaked at $4K in Q3 2021. 374 funds tracked by Wall St. Rank hold RGA as of Q4 2021.

  • Liberty Wealth Management reported no remaining Reinsurance Group of America position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 40 Reinsurance Group of America shares in Q4 2021, an estimated $4K.
  • Liberty Wealth Management first reported a position in Reinsurance Group of America in Q1 2019 and held it in 11 quarters.
  • Liberty Wealth Management's Reinsurance Group of America position peaked at $4K in Q3 2021.
  • 374 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.