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	0.49%	67

Other funds holding RIO

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baker Avenue Asset Management's RIO Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Rio Tinto (RIO) in Q4 2023, closing a stake of 889 shares — an estimated $56.6K sold.

Baker Avenue Asset Management first reported a position in RIO in Q1 2014 and held it in 7 quarters. The position peaked at $3.13M in Q3 2014. 771 funds tracked by Wall St. Rank hold RIO as of Q4 2023.

Baker Avenue Asset Management reported no remaining Rio Tinto position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 889 Rio Tinto shares in Q4 2023, an estimated $56.6K.
Baker Avenue Asset Management first reported a position in Rio Tinto in Q1 2014 and held it in 7 quarters.
Baker Avenue Asset Management's Rio Tinto position peaked at $3.13M in Q3 2014.
771 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.