Annapolis Financial Services’s Rio Tinto RIO Stock Holding History

Annapolis Financial Services’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
2024 Q3	$3.49K	Hold	49	–	–	﹤0.01%	335
2024 Q2	$3.23K	Hold	49	–	–	﹤0.01%	328
2024 Q1	$3.12K	Hold	49	–	–	﹤0.01%	324
2023 Q4	$3.65K	Hold	49	–	–	﹤0.01%	409
2023 Q3	$3.12K	Hold	49	–	–	﹤0.01%	415
2023 Q2	$3.13K	Hold	49	–	–	﹤0.01%	418
2023 Q1	$3.36K	Hold	49	–	–	﹤0.01%	383
2022 Q4	$3.49K	Hold	49	–	–	﹤0.01%	373
2022 Q3	$3K	Hold	49	–	–	﹤0.01%	438
2022 Q2	$3K	Hold	49	–	–	﹤0.01%	372
2022 Q1	$4K	Hold	49	–	–	﹤0.01%	370
2021 Q4	$3K	Hold	49	–	–	﹤0.01%	392
2021 Q3	$3K	Hold	49	–	–	﹤0.01%	381
2021 Q2	$4K	Hold	49	–	–	﹤0.01%	339
2021 Q1	$4K	Hold	49	–	–	﹤0.01%	322
2020 Q4	$4K	Buy	+49	New	+$3.22K	﹤0.01%	325

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

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

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

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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Annapolis Financial Services's RIO Position: Q3 2024 in Review

Annapolis Financial Services held its Rio Tinto (RIO) position steady in Q3 2024 at 49 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Annapolis Financial Services first reported a position in RIO in Q4 2020 and has held it in 16 quarters since. The position peaked at $4K in Q1 2022. 759 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

Annapolis Financial Services held 49 shares of Rio Tinto worth $3.49K as of Q3 2024.
Annapolis Financial Services left its Rio Tinto share count unchanged in Q3 2024.
Rio Tinto made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #335 holding.
Annapolis Financial Services first reported a position in Rio Tinto in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's Rio Tinto position peaked at $4K in Q1 2022.
759 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.