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ACG Wealth’s Rio Tinto RIO Stock Holding History

ACG Wealth’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
-1,100
Closed -$67K – 839
2022
Q2 		$67K Buy
+1,100
New +$78.8K 0.01% 397
2021
Q3 		– Sell
-2,915
Closed -$245K – 324
2021
Q2 		$245K Buy
2,915
+9
+0.3% +$774 0.03% 281
2021
Q1 		$226K Sell
2,906
-503
-15% -$41.3K 0.03% 285
2020
Q4 		$256K Hold
3,409
– – 0.04% 259
2020
Q3 		$206K Sell
3,409
-291
-8% -$17.8K 0.03% 270
2020
Q2 		$208K Buy
+3,700
New +$187K 0.03% 256
2020
Q1 		– Sell
-4,787
Closed -$284K – 321
2019
Q4 		$284K Sell
4,787
-535
-10% -$29K 0.04% 265
2019
Q3 		$277K Sell
5,322
-48
-0.9% -$2.6K 0.04% 273
2019
Q2 		$335K Sell
5,370
-2,911
-35% -$174K 0.05% 259
2019
Q1 		$487K Buy
8,281
+1,715
+26% +$94.3K 0.07% 209
2018
Q4 		$319K Sell
6,566
-522
-7% -$25.5K 0.05% 242
2018
Q3 		$362K Sell
7,088
-131
-2% -$6.68K 0.05% 228
2018
Q2 		$400K Sell
7,219
-294
-4% -$16.5K 0.06% 197
2018
Q1 		$387K Sell
7,513
-111
-1% -$6.05K 0.06% 206
2017
Q4 		$404K Sell
7,624
-2,033
-21% -$99.2K 0.06% 224
2017
Q3 		$456K Sell
9,657
-4,422
-31% -$206K 0.08% 172
2017
Q2 		$596K Buy
+14,079
New +$564K 0.1% 171

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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACG Wealth's RIO Position: Q3 2022 in Review

ACG Wealth sold out of Rio Tinto (RIO) in Q3 2022, closing a stake of 1,100 shares — an estimated $67K sold.

ACG Wealth first reported a position in RIO in Q2 2017 and held it in 17 quarters. The position peaked at $596K in Q2 2017. 633 funds tracked by Wall St. Rank hold RIO as of Q3 2022.

  • ACG Wealth reported no remaining Rio Tinto position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 1,100 Rio Tinto shares in Q3 2022, an estimated $67K.
  • ACG Wealth first reported a position in Rio Tinto in Q2 2017 and held it in 17 quarters.
  • ACG Wealth's Rio Tinto position peaked at $596K in Q2 2017.
  • 633 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.