Brandywine Oak Private Wealth’s Rio Tinto RIO Stock Holding History

Brandywine Oak Private Wealth’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
2022 Q2	–	Sell	-2,919	Closed	-$234K	–	339
2022 Q1	$234K	Sell	2,919 -119	-4%	-$9.03K	0.03%	313
2021 Q4	$203K	Buy	+3,038	New	+$197K	0.02%	338
2019 Q2	–	Sell	-6,000	Closed	-$353K	–	227
2019 Q1	$353K	Sell	6,000 -494	-8%	-$27.2K	0.07%	134
2018 Q4	$314K	Buy	+6,494	New	+$317K	0.07%	140

Other funds holding RIO

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brandywine Oak Private Wealth's RIO Position: Q2 2022 in Review

Brandywine Oak Private Wealth sold out of Rio Tinto (RIO) in Q2 2022, closing a stake of 2,919 shares — an estimated $234K sold.

Brandywine Oak Private Wealth first reported a position in RIO in Q4 2018 and held it in 4 quarters. The position peaked at $353K in Q1 2019. 661 funds tracked by Wall St. Rank hold RIO as of Q2 2022.

Brandywine Oak Private Wealth reported no remaining Rio Tinto position as of Q2 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 2,919 Rio Tinto shares in Q2 2022, an estimated $234K.
Brandywine Oak Private Wealth first reported a position in Rio Tinto in Q4 2018 and held it in 4 quarters.
Brandywine Oak Private Wealth's Rio Tinto position peaked at $353K in Q1 2019.
661 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2022, filed 22 Jul 2022.