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Buckingham Strategic Wealth’s Rio Tinto RIO Stock Holding History

Buckingham Strategic 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
2024
Q2 		$455K Sell
6,898
-360
-5% -$24.5K ﹤0.01% 489
2024
Q1 		$463K Sell
7,258
-19,203
-73% -$1.29M ﹤0.01% 480
2023
Q4 		$1.97M Sell
26,461
-9,039
-25% -$606K 0.02% 235
2023
Q3 		$2.26M Sell
35,500
-250
-0.7% -$15.9K 0.03% 204
2023
Q2 		$2.28M Buy
35,750
+29,665
+488% +$1.91M 0.03% 205
2023
Q1 		$433K Hold
6,085
– – 0.01% 411
2022
Q4 		$433K Sell
6,085
-257
-4% -$16.1K 0.01% 413
2022
Q3 		$349K Buy
6,342
+333
+6% +$19.2K 0.01% 439
2022
Q2 		$367K Buy
6,009
+292
+5% +$20.9K 0.01% 429
2022
Q1 		$460K Buy
5,717
+225
+4% +$17.1K 0.01% 381
2021
Q4 		$368K Hold
5,492
– – 0.01% 427
2021
Q3 		$367K Sell
5,492
-79
-1% -$6.16K 0.01% 417
2021
Q2 		$467K Buy
5,571
+33
+0.6% +$2.84K 0.01% 377
2021
Q1 		$430K Sell
5,538
-784
-12% -$64.3K 0.02% 360
2020
Q4 		$476K Buy
6,322
+1,367
+28% +$89.8K 0.03% 324
2020
Q3 		$299K Buy
4,955
+333
+7% +$20.4K 0.02% 368
2020
Q2 		$260K Sell
4,622
-1,237
-21% -$62.7K 0.02% 339
2020
Q1 		$267K Buy
5,859
+987
+20% +$50.7K 0.03% 366
2019
Q4 		$289K Buy
4,872
+42
+0.9% +$2.28K 0.03% 366
2019
Q3 		$252K Hold
4,830
– – 0.03% 360
2019
Q2 		$301K Buy
+4,830
New +$289K 0.03% 341

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buckingham Strategic Wealth's RIO Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Rio Tinto (RIO) stake by 5% in Q2 2024, selling an estimated $24.5K and leaving 6,898 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Buckingham Strategic Wealth first reported a position in RIO in Q2 2019 and has held it in 21 quarters since. The position peaked at $2.28M in Q2 2023. 753 funds tracked by Wall St. Rank hold RIO as of Q2 2024.

  • Buckingham Strategic Wealth held 6,898 shares of Rio Tinto worth $455K as of Q2 2024.
  • Buckingham Strategic Wealth sold 360 Rio Tinto shares in Q2 2024, an estimated $24.5K.
  • Rio Tinto made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #489 holding.
  • Buckingham Strategic Wealth first reported a position in Rio Tinto in Q2 2019 and has held it in 21 quarters since.
  • Buckingham Strategic Wealth's Rio Tinto position peaked at $2.28M in Q2 2023.
  • 753 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.