Accel Wealth Management’s Rio Tinto RIO Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-214	Closed	-$14.7K	–	702
2023 Q1	$14.7K	Hold	214	–	–	0.01%	789
2022 Q4	$15.2K	Hold	214	–	–	0.01%	609
2022 Q3	$13K	Buy	214 +3	+1%	+$173	0.01%	681
2022 Q2	$12K	Hold	211	–	–	0.01%	672
2022 Q1	$17K	Buy	211 +50	+31%	+$3.8K	0.01%	598
2021 Q4	$11K	Hold	161	–	–	0.01%	704
2021 Q3	$11K	Hold	161	–	–	0.01%	623
2021 Q2	$14K	Hold	161	–	–	0.01%	630
2021 Q1	$13K	Hold	161	–	–	0.01%	610
2020 Q4	$12K	Buy	+161	New	+$10.6K	0.01%	591

Other funds holding RIO

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

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

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

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

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

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accel Wealth Management's RIO Position: Q2 2023 in Review

Accel Wealth Management sold out of Rio Tinto (RIO) in Q2 2023, closing a stake of 214 shares — an estimated $14.7K sold.

Accel Wealth Management first reported a position in RIO in Q4 2020 and held it in 10 quarters. The position peaked at $17K in Q1 2022. 710 funds tracked by Wall St. Rank hold RIO as of Q2 2023.

Accel Wealth Management reported no remaining Rio Tinto position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 214 Rio Tinto shares in Q2 2023, an estimated $14.7K.
Accel Wealth Management first reported a position in Rio Tinto in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Rio Tinto position peaked at $17K in Q1 2022.
710 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.