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Benjamin F. Edwards & Company’s Rio Tinto RIO Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$264K Buy
4,010
+193
+5% +$13.1K ﹤0.01% 841
2024
Q1 		$243K Sell
3,817
-2,794
-42% -$187K ﹤0.01% 850
2023
Q4 		$493K Buy
6,611
+2,530
+62% +$170K 0.01% 637
2023
Q3 		$260K Buy
4,081
+223
+6% +$14.2K 0.01% 666
2023
Q2 		$246K Buy
3,858
+335
+10% +$21.5K 0.01% 683
2023
Q1 		$242K Buy
3,523
+225
+7% +$16.3K 0.01% 659
2022
Q4 		$235K Buy
3,298
+855
+35% +$53.7K 0.01% 675
2022
Q3 		$134K Sell
2,443
-453
-16% -$26.1K 0.01% 790
2022
Q2 		$177K Buy
2,896
+35
+1% +$2.51K 0.01% 706
2022
Q1 		$230K Buy
2,861
+1,998
+232% +$152K 0.01% 643
2021
Q4 		$58K Hold
863
– – ﹤0.01% 1008
2021
Q3 		$58K Hold
863
– – ﹤0.01% 990
2021
Q2 		$72K Hold
863
– – ﹤0.01% 938
2021
Q1 		$67K Hold
863
– – ﹤0.01% 935
2020
Q4 		$65K Hold
863
– – ﹤0.01% 894
2020
Q3 		$52K Sell
863
-362
-30% -$22.2K ﹤0.01% 884
2020
Q2 		$69K Sell
1,225
-241
-16% -$12.2K 0.01% 816
2020
Q1 		$67K Buy
1,466
+1,216
+486% +$62.4K 0.01% 793
2019
Q4 		$15K Hold
250
– – ﹤0.01% 1317
2019
Q3 		$13K Sell
250
-83
-25% -$4.5K ﹤0.01% 1327
2019
Q2 		$21K Buy
333
+56
+20% +$3.36K ﹤0.01% 1183
2019
Q1 		$16K Hold
277
– – ﹤0.01% 1200
2018
Q4 		$13K Buy
277
+250
+926% +$12.2K ﹤0.01% 1216
2018
Q3 		$1K Sell
27
-554
-95% -$28.2K ﹤0.01% 1556
2018
Q2 		$32K Buy
581
+556
+2,224% +$31.1K ﹤0.01% 969
2018
Q1 		$1K Hold
25
– – ﹤0.01% 1570
2017
Q4 		$1K Buy
+25
New +$1.22K ﹤0.01% 1544
2017
Q1 		– Sell
-400
Closed -$15K – 1381
2016
Q4 		$15K Buy
+400
New +$14.7K ﹤0.01% 855

Other funds holding RIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Benjamin F. Edwards & Company's RIO Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Rio Tinto (RIO) stake by 5.1% in Q2 2024, buying an estimated $13.1K and bringing the position to 4,010 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Benjamin F. Edwards & Company first reported a position in RIO in Q4 2016 and has held it in 28 quarters since. The position peaked at $493K in Q4 2023. 754 funds tracked by Wall St. Rank hold RIO as of Q2 2024.

  • Benjamin F. Edwards & Company held 4,010 shares of Rio Tinto worth $264K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 193 Rio Tinto shares in Q2 2024, an estimated $13.1K.
  • Rio Tinto made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #841 holding.
  • Benjamin F. Edwards & Company first reported a position in Rio Tinto in Q4 2016 and has held it in 28 quarters since.
  • Benjamin F. Edwards & Company's Rio Tinto position peaked at $493K in Q4 2023.
  • 754 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.