1834 Investment Advisors’s Rio Tinto RIO Stock Holding History

1834 Investment Advisors’s Portfolio RIO Stock Details RIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-100	Closed	-$6K	–	394
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	402
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	371
2021 Q4	$7K	Hold	100	–	–	﹤0.01%	405
2021 Q3	$7K	Sell	100 -101	-50%	-$7.88K	﹤0.01%	428
2021 Q2	$17K	Buy	201 +101	+101%	+$8.68K	﹤0.01%	377
2021 Q1	$8K	Hold	100	–	–	﹤0.01%	406
2020 Q4	$8K	Hold	100	–	–	﹤0.01%	386
2020 Q3	$6K	Hold	100	–	–	﹤0.01%	370
2020 Q2	$6K	Hold	100	–	–	﹤0.01%	365
2020 Q1	$5K	Hold	100	–	–	﹤0.01%	364
2019 Q4	$6K	Hold	100	–	–	﹤0.01%	414
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	424
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	394
2019 Q1	$6K	Hold	100	–	–	﹤0.01%	373
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	379
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	380
2018 Q2	$6K	Hold	100	–	–	﹤0.01%	392
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	413
2017 Q4	$5K	Buy	+100	New	+$4.88K	﹤0.01%	429

Other funds holding RIO

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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