WR Wealth Planners’s Corebridge Financial CRBG Stock Holding History

WR Wealth Planners’s Portfolio CRBG Stock Details CRBG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$38.4K	Buy	1,284 +259	+25%	+$7.99K	0.01%	348
2024 Q3	$29.9K	Buy	1,025 +698	+213%	+$19.7K	0.01%	418
2024 Q2	$9.52K	Buy	327 +165	+102%	+$4.75K	﹤0.01%	600
2024 Q1	$4.65K	Buy	+162	New	+$4K	﹤0.01%	733

Other funds holding CRBG

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

WR Wealth Planners's CRBG Position: Q4 2024 in Review

WR Wealth Planners increased its Corebridge Financial (CRBG) stake by 25% in Q4 2024, buying an estimated $7.99K and bringing the position to 1,284 shares worth $38.4K. The position accounts for 0.01% of the portfolio, ranked #348.

WR Wealth Planners first reported a position in CRBG in Q1 2024 and has held it in 4 quarters since. 404 funds tracked by Wall St. Rank hold CRBG as of Q4 2024.

WR Wealth Planners held 1,284 shares of Corebridge Financial worth $38.4K as of Q4 2024.
WR Wealth Planners bought 259 Corebridge Financial shares in Q4 2024, an estimated $7.99K.
Corebridge Financial made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #348 holding.
WR Wealth Planners first reported a position in Corebridge Financial in Q1 2024 and has held it in 4 quarters since.
404 funds tracked by Wall St. Rank held Corebridge Financial as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.