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Castle Wealth Management’s Rio Tinto RIO Stock Holding History

Castle 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
2022
Q4 		– Sell
-332
Closed -$18K – 504
2022
Q3 		$18K Sell
332
-99
-23% -$5.7K 0.01% 340
2022
Q2 		$26K Buy
+431
New +$30.9K 0.02% 294

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Fisher Asset Management
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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

Castle Wealth Management's RIO Position: Q4 2022 in Review

Castle Wealth Management sold out of Rio Tinto (RIO) in Q4 2022, closing a stake of 332 shares — an estimated $18K sold.

Castle Wealth Management first reported a position in RIO in Q2 2022 and held it in 2 quarters. The position peaked at $26K in Q2 2022. 682 funds tracked by Wall St. Rank hold RIO as of Q4 2022.

  • Castle Wealth Management reported no remaining Rio Tinto position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 332 Rio Tinto shares in Q4 2022, an estimated $18K.
  • Castle Wealth Management first reported a position in Rio Tinto in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Rio Tinto position peaked at $26K in Q2 2022.
  • 682 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.