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

TFO 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
2024 Q2	–	Sell	-4	Closed	-$772	–	606
2024 Q1	$772	Sell	4 -3	-43%	-$523	﹤0.01%	199
2023 Q4	$1.13K	Hold	7	–	–	﹤0.01%	181
2023 Q3	$971	Buy	7 +3	+75%	+$425	﹤0.01%	291
2023 Q2	$555	Hold	4	–	–	﹤0.01%	266
2023 Q1	$531	Sell	4 -5	-56%	-$708	﹤0.01%	235
2022 Q4	$1.08K	Buy	+9	New	+$1.26K	﹤0.01%	349
2022 Q3	–	Sell	-37	Closed	-$4K	–	416
2022 Q2	$4K	Buy	+37	New	+$4.29K	﹤0.01%	233

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

TFO Wealth Partners's RGA Position: Q2 2024 in Review

TFO Wealth Partners sold out of Reinsurance Group of America (RGA) in Q2 2024, closing a stake of 4 shares — an estimated $772 sold.

TFO Wealth Partners first reported a position in RGA in Q2 2022 and held it in 7 quarters. The position peaked at $4K in Q2 2022. 607 funds tracked by Wall St. Rank hold RGA as of Q2 2024.

TFO Wealth Partners reported no remaining Reinsurance Group of America position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 4 Reinsurance Group of America shares in Q2 2024, an estimated $772.
TFO Wealth Partners first reported a position in Reinsurance Group of America in Q2 2022 and held it in 7 quarters.
TFO Wealth Partners's Reinsurance Group of America position peaked at $4K in Q2 2022.
607 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.