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Carmel Capital Partners’s Rio Tinto RIO Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-14
Closed -$916 – 570
2023
Q3 		$916 Buy
14
+4
+40% +$255 ﹤0.01% 677
2023
Q2 		$664 Hold
10
– – ﹤0.01% 400
2023
Q1 		$713 Buy
+10
New +$726 ﹤0.01% 443

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Morgan Stanley
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Neuberger Berman Group
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Goldman Sachs
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Franklin Resources
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Carmel Capital Partners's RIO Position: Q4 2023 in Review

Carmel Capital Partners sold out of Rio Tinto (RIO) in Q4 2023, closing a stake of 14 shares — an estimated $916 sold.

Carmel Capital Partners first reported a position in RIO in Q1 2023 and held it in 3 quarters. The position peaked at $916 in Q3 2023. 770 funds tracked by Wall St. Rank hold RIO as of Q4 2023.

  • Carmel Capital Partners reported no remaining Rio Tinto position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 14 Rio Tinto shares in Q4 2023, an estimated $916.
  • Carmel Capital Partners first reported a position in Rio Tinto in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Rio Tinto position peaked at $916 in Q3 2023.
  • 770 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.