Chesapeake Wealth Management’s Rio Tinto RIO Stock Holding History

Chesapeake 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 Q2	–	Sell	-2,496	Closed	-$200K	–	180
2022 Q1	$200K	Buy	+2,496	New	+$189K	0.07%	185
2021 Q4	–	Sell	-7,868	Closed	-$526K	–	205
2021 Q3	$526K	Buy	7,868 +1,641	+26%	+$128K	0.19%	115
2021 Q2	$522K	Buy	6,227 +2,317	+59%	+$199K	0.17%	130
2021 Q1	$304K	Buy	+3,910	New	+$321K	0.1%	181

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

Chesapeake Wealth Management's RIO Position: Q2 2022 in Review

Chesapeake Wealth Management sold out of Rio Tinto (RIO) in Q2 2022, closing a stake of 2,496 shares — an estimated $200K sold.

Chesapeake Wealth Management first reported a position in RIO in Q1 2021 and held it in 4 quarters. The position peaked at $526K in Q3 2021. 660 funds tracked by Wall St. Rank hold RIO as of Q2 2022.

Chesapeake Wealth Management reported no remaining Rio Tinto position as of Q2 2022 after selling out during the quarter.
Chesapeake Wealth Management sold 2,496 Rio Tinto shares in Q2 2022, an estimated $200K.
Chesapeake Wealth Management first reported a position in Rio Tinto in Q1 2021 and held it in 4 quarters.
Chesapeake Wealth Management's Rio Tinto position peaked at $526K in Q3 2021.
660 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2022.

Based on Chesapeake Wealth Management's 13F filing for Q2 2022, filed 21 Jul 2022.