Valeo Financial Advisors’s Reinsurance Group of America RGA Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-4	Closed	-$1K	–	1521
2021 Q1	$1K	Buy	+4	New	+$475	﹤0.01%	1926
2020 Q3	–	Sell	-321	Closed	-$25K	–	2033
2020 Q2	$25K	Buy	321 +13	+4%	+$1.2K	﹤0.01%	981
2020 Q1	$34K	Buy	308 +8	+3%	+$1.04K	﹤0.01%	728
2019 Q4	$49K	Hold	300	–	–	﹤0.01%	659
2019 Q3	$48K	Buy	300 +100	+50%	+$15.5K	0.01%	617
2019 Q2	$31K	Sell	200 -10	-5%	-$1.5K	﹤0.01%	732
2019 Q1	$30K	Hold	210	–	–	﹤0.01%	673
2018 Q4	$29K	Sell	210 -105	-33%	-$14.9K	﹤0.01%	614
2018 Q3	$44K	Buy	315 +10	+3%	+$1.41K	0.01%	574
2018 Q2	$43K	Sell	305 -92	-23%	-$13.7K	0.01%	564
2018 Q1	$61K	Buy	397 +192	+94%	+$30.2K	0.01%	459
2017 Q4	$32K	Sell	205 -295	-59%	-$44.7K	0.01%	569
2017 Q3	$70K	Buy	+500	New	+$67.6K	0.02%	351

Other funds holding RGA

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

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Valeo Financial Advisors's RGA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Reinsurance Group of America (RGA) in Q2 2021, closing a stake of 4 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in RGA in Q3 2017 and held it in 13 quarters. The position peaked at $70K in Q3 2017. 424 funds tracked by Wall St. Rank hold RGA as of Q2 2021.

Valeo Financial Advisors reported no remaining Reinsurance Group of America position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 4 Reinsurance Group of America shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in Reinsurance Group of America in Q3 2017 and held it in 13 quarters.
Valeo Financial Advisors's Reinsurance Group of America position peaked at $70K in Q3 2017.
424 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.