Baker Avenue Asset Management’s Rio Tinto RIO Stock Holding History

Baker Avenue Asset 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	-889	Closed	-$56.6K	–	1242
2023 Q3	$56.6K	Buy	889 +47	+6%	+$3K	﹤0.01%	502
2023 Q2	$53.7K	Buy	842 +604	+254%	+$38.8K	﹤0.01%	515
2023 Q1	$16.3K	Buy	238 +4	+2%	+$290	﹤0.01%	695
2022 Q4	$16.7K	Buy	+234	New	+$14.7K	﹤0.01%	644
2014 Q4	–	Sell	-63,553	Closed	-$3.13M	–	290
2014 Q3	$3.13M	Buy	63,553 +8,180	+15%	+$452K	0.44%	74
2014 Q2	$3.01M	Buy	55,373 +433	+0.8%	+$23.5K	0.43%	79
2014 Q1	$3.07M	Buy	+54,940	New	+$2.99M	0.51%	61

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 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 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