Baltimore-Washington Financial Advisors’s Rio Tinto RIO Stock Holding History

Baltimore-Washington Financial Advisors’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 Q2	–	Sell	-2,992	Closed	-$205K	–	153
2023 Q1	$205K	Buy	+2,992	New	+$217K	0.02%	138

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Baltimore-Washington Financial Advisors's RIO Position: Q2 2023 in Review

Baltimore-Washington Financial Advisors sold out of Rio Tinto (RIO) in Q2 2023, closing a stake of 2,992 shares — an estimated $205K sold.

Baltimore-Washington Financial Advisors first reported a position in RIO in Q1 2023 and held it in 1 quarter. The position peaked at $205K in Q1 2023. 710 funds tracked by Wall St. Rank hold RIO as of Q2 2023.

Baltimore-Washington Financial Advisors reported no remaining Rio Tinto position as of Q2 2023 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 2,992 Rio Tinto shares in Q2 2023, an estimated $205K.
Baltimore-Washington Financial Advisors first reported a position in Rio Tinto in Q1 2023 and held it in 1 quarter.
Baltimore-Washington Financial Advisors's Rio Tinto position peaked at $205K in Q1 2023.
710 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2023.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.