Altium Wealth Management’s Rio Tinto RIO Stock Holding History

Altium 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
2022 Q2	$1.03M	Buy	16,869 +2,560	+18%	+$183K	0.07%	156
2022 Q1	$1.15M	Buy	14,309 +2,063	+17%	+$157K	0.07%	142
2021 Q4	$820K	Buy	12,246 +764	+7%	+$49.5K	0.05%	178
2021 Q3	$767K	Buy	11,482 +1,802	+19%	+$141K	0.05%	163
2021 Q2	$812K	Sell	9,680 -70	-0.7%	-$6.02K	0.06%	155
2021 Q1	$757K	Sell	9,750 -192	-2%	-$15.7K	0.06%	151
2020 Q4	$748K	Sell	9,942 -838	-8%	-$55K	0.07%	123
2020 Q3	$651K	Buy	10,780 +832	+8%	+$51K	0.07%	127
2020 Q2	$559K	Buy	9,948 +2,503	+34%	+$127K	0.06%	143
2020 Q1	$339K	Buy	+7,445	New	+$382K	0.05%	190

Other funds holding RIO

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Altium Wealth Management's RIO Position: Q2 2022 in Review

Altium Wealth Management increased its Rio Tinto (RIO) stake by 18% in Q2 2022, buying an estimated $183K and bringing the position to 16,869 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #156.

Altium Wealth Management first reported a position in RIO in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.15M in Q1 2022. 660 funds tracked by Wall St. Rank hold RIO as of Q2 2022.

Altium Wealth Management held 16,869 shares of Rio Tinto worth $1.03M as of Q2 2022.
Altium Wealth Management bought 2,560 Rio Tinto shares in Q2 2022, an estimated $183K.
Rio Tinto made up 0.07% of Altium Wealth Management's portfolio in Q2 2022, its #156 holding.
Altium Wealth Management first reported a position in Rio Tinto in Q1 2020 and has held it in 10 quarters since.
Altium Wealth Management's Rio Tinto position peaked at $1.15M in Q1 2022.
660 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.