CFS
RIO icon

Capital Financial Services’s Rio Tinto RIO Stock Holding History

Capital Financial Services’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
Q4 		$911K Hold
12,800
– – 1.26% 28
2022
Q3 		$705K Hold
12,800
– – 1.04% 36
2022
Q2 		$781K Buy
+12,800
New +$917K 1.1% 36

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Financial Services's RIO Position: Q4 2022 in Review

Capital Financial Services held its Rio Tinto (RIO) position steady in Q4 2022 at 12,800 shares worth $911K. The position accounts for 1.26% of the portfolio, ranked #28.

Capital Financial Services first reported a position in RIO in Q2 2022 and has held it in 3 quarters since. 682 funds tracked by Wall St. Rank hold RIO as of Q4 2022.

  • Capital Financial Services held 12,800 shares of Rio Tinto worth $911K as of Q4 2022.
  • Capital Financial Services left its Rio Tinto share count unchanged in Q4 2022.
  • Rio Tinto made up 1.26% of Capital Financial Services's portfolio in Q4 2022, its #28 holding.
  • Capital Financial Services first reported a position in Rio Tinto in Q2 2022 and has held it in 3 quarters since.
  • 682 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.