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Advisor Partners II’s Rio Tinto RIO Stock Holding History

Advisor Partners II’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
Q3 		$998K Sell
15,686
-107
-0.7% -$6.83K 0.04% 485
2023
Q2 		$1.01M Sell
15,793
-1,934
-11% -$124K 0.05% 386
2023
Q1 		$1.22M Buy
17,727
+753
+4% +$54.6K 0.07% 305
2022
Q4 		$1.21M Buy
16,974
+4,636
+38% +$291K 0.08% 285
2022
Q3 		$679K Buy
+12,338
New +$711K 0.05% 373

Other funds holding RIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Advisor Partners II's RIO Position: Q3 2023 in Review

Advisor Partners II reduced its Rio Tinto (RIO) stake by 0.68% in Q3 2023, selling an estimated $6.83K and leaving 15,686 shares worth $998K. The position accounts for 0.04% of the portfolio, ranked #485.

Advisor Partners II first reported a position in RIO in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.22M in Q1 2023. 713 funds tracked by Wall St. Rank hold RIO as of Q3 2023.

  • Advisor Partners II held 15,686 shares of Rio Tinto worth $998K as of Q3 2023.
  • Advisor Partners II sold 107 Rio Tinto shares in Q3 2023, an estimated $6.83K.
  • Rio Tinto made up 0.04% of Advisor Partners II's portfolio in Q3 2023, its #485 holding.
  • Advisor Partners II first reported a position in Rio Tinto in Q3 2022 and has held it in 5 quarters since.
  • Advisor Partners II's Rio Tinto position peaked at $1.22M in Q1 2023.
  • 713 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.