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Axxcess Wealth Management’s Rio Tinto RIO Stock Holding History

Axxcess 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
2023
Q4 		– Sell
-11,065
Closed -$704K – 916
2023
Q3 		$704K Buy
+11,065
New +$706K 0.02% 381
2023
Q2 		– Sell
-3,971
Closed -$272K – 670
2023
Q1 		$272K Buy
3,971
+196
+5% +$14.2K 0.02% 505
2022
Q4 		$269K Buy
+3,775
New +$237K 0.02% 475

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Axxcess Wealth Management's RIO Position: Q4 2023 in Review

Axxcess Wealth Management sold out of Rio Tinto (RIO) in Q4 2023, closing a stake of 11,065 shares — an estimated $704K sold.

Axxcess Wealth Management first reported a position in RIO in Q4 2022 and held it in 3 quarters. The position peaked at $704K in Q3 2023. 770 funds tracked by Wall St. Rank hold RIO as of Q4 2023.

  • Axxcess Wealth Management reported no remaining Rio Tinto position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 11,065 Rio Tinto shares in Q4 2023, an estimated $704K.
  • Axxcess Wealth Management first reported a position in Rio Tinto in Q4 2022 and held it in 3 quarters.
  • Axxcess Wealth Management's Rio Tinto position peaked at $704K in Q3 2023.
  • 770 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.