BerganKDV Wealth Management’s Rio Tinto RIO Stock Holding History

BerganKDV 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 Q2	$7.28K	Hold	114	–	–	﹤0.01%	578
2023 Q1	$7.82K	Hold	114	–	–	﹤0.01%	633
2022 Q4	$8.12K	Hold	114	–	–	﹤0.01%	608
2022 Q3	$6K	Hold	114	–	–	﹤0.01%	658
2022 Q2	$7K	Hold	114	–	–	﹤0.01%	650
2022 Q1	$9K	Hold	114	–	–	﹤0.01%	634
2021 Q4	$8K	Sell	114 -26	-19%	-$1.68K	﹤0.01%	708
2021 Q3	$9K	Buy	140 +26	+23%	+$2.03K	﹤0.01%	663
2021 Q2	$10K	Hold	114	–	–	﹤0.01%	615
2021 Q1	$9K	Buy	+114	New	+$9.35K	﹤0.01%	596
2020 Q2	–	Sell	-76	Closed	-$3K	–	1069
2020 Q1	$3K	Hold	76	–	–	﹤0.01%	684
2019 Q4	$5K	Hold	76	–	–	﹤0.01%	628
2019 Q3	$4K	Hold	76	–	–	﹤0.01%	590
2019 Q2	$5K	Hold	76	–	–	﹤0.01%	589
2019 Q1	$4K	Hold	76	–	–	﹤0.01%	615
2018 Q4	$4K	Buy	+76	New	+$3.71K	﹤0.01%	569

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources

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

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

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