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

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

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

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

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

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

Neuberger Berman Group New York $150B AUM 40.08% 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

BerganKDV Wealth Management's RIO Position: Q2 2023 in Review

BerganKDV Wealth Management held its Rio Tinto (RIO) position steady in Q2 2023 at 114 shares worth $7.28K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

BerganKDV Wealth Management first reported a position in RIO in Q4 2018 and has held it in 16 quarters since. The position peaked at $10K in Q2 2021. 709 funds tracked by Wall St. Rank hold RIO as of Q2 2023.

BerganKDV Wealth Management held 114 shares of Rio Tinto worth $7.28K as of Q2 2023.
BerganKDV Wealth Management left its Rio Tinto share count unchanged in Q2 2023.
Rio Tinto made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #578 holding.
BerganKDV Wealth Management first reported a position in Rio Tinto in Q4 2018 and has held it in 16 quarters since.
BerganKDV Wealth Management's Rio Tinto position peaked at $10K in Q2 2021.
709 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.