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Avalon Investment & Advisory’s Rio Tinto RIO Stock Holding History

Avalon Investment & Advisory’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
-10,598
Closed -$646K – 315
2022
Q2 		$646K Sell
10,598
-4,153
-28% -$298K 0.02% 221
2022
Q1 		$1.19M Sell
14,751
-5,234
-26% -$397K 0.03% 196
2021
Q4 		$1.34M Sell
19,985
-4,400
-18% -$285K 0.03% 194
2021
Q3 		$1.63M Sell
24,385
-6,816
-22% -$532K 0.04% 204
2021
Q2 		$2.62M Buy
31,201
+1,210
+4% +$104K 0.06% 183
2021
Q1 		$2.33M Buy
29,991
+2,979
+11% +$244K 0.05% 182
2020
Q4 		$2.03M Sell
27,012
-1,523
-5% -$100K 0.04% 201
2020
Q3 		$1.72M Sell
28,535
-1,241
-4% -$76.1K 0.04% 195
2020
Q2 		$1.67M Sell
29,776
-9,614
-24% -$487K 0.04% 191
2020
Q1 		$1.79M Sell
39,390
-222,497
-85% -$11.4M 0.05% 197
2019
Q4 		$15.5M Sell
261,887
-17,065
-6% -$926K 0.32% 98
2019
Q3 		$14.5M Sell
278,952
-13,684
-5% -$742K 0.32% 110
2019
Q2 		$18.2M Buy
292,636
+201,428
+221% +$12.1M 0.4% 81
2019
Q1 		$5.37M Buy
91,208
+101
+0.1% +$5.55K 0.12% 138
2018
Q4 		$4.42M Sell
91,107
-17,568
-16% -$857K 0.11% 146
2018
Q3 		$5.54M Buy
108,675
+37,549
+53% +$1.91M 0.16% 156
2018
Q2 		$3.95M Sell
71,126
-1,669
-2% -$93.5K 0.12% 163
2018
Q1 		$3.75M Buy
72,795
+15,647
+27% +$853K 0.12% 155
2017
Q4 		$3.02M Buy
57,148
+7,296
+15% +$356K 0.09% 162
2017
Q3 		$2.35M Buy
49,852
+9,307
+23% +$433K 0.07% 177
2017
Q2 		$1.72M Buy
40,545
+7,022
+21% +$282K 0.06% 198
2017
Q1 		$1.36M Sell
33,523
-260
-0.8% -$11K 0.05% 224
2016
Q4 		$1.3M Buy
+33,783
New +$1.24M 0.05% 203

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

Avalon Investment & Advisory's RIO Position: Q3 2022 in Review

Avalon Investment & Advisory sold out of Rio Tinto (RIO) in Q3 2022, closing a stake of 10,598 shares — an estimated $646K sold.

Avalon Investment & Advisory first reported a position in RIO in Q4 2016 and held it in 23 quarters. The position peaked at $18.2M in Q2 2019. 633 funds tracked by Wall St. Rank hold RIO as of Q3 2022.

  • Avalon Investment & Advisory reported no remaining Rio Tinto position as of Q3 2022 after selling out during the quarter.
  • Avalon Investment & Advisory sold 10,598 Rio Tinto shares in Q3 2022, an estimated $646K.
  • Avalon Investment & Advisory first reported a position in Rio Tinto in Q4 2016 and held it in 23 quarters.
  • Avalon Investment & Advisory's Rio Tinto position peaked at $18.2M in Q2 2019.
  • 633 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2022.

Based on Avalon Investment & Advisory's 13F filing for Q3 2022, filed 1 Nov 2022.