CKW Financial Group’s Rio Tinto RIO Stock Holding History

CKW Financial Group’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 Q1	–	Sell	-300	Closed	-$20K	–	240
2021 Q4	$20K	Hold	300	–	–	﹤0.01%	163
2021 Q3	$20K	Hold	300	–	–	﹤0.01%	166
2021 Q2	$25K	Buy	300 +100	+50%	+$8.6K	﹤0.01%	161
2021 Q1	$16K	Buy	+200	New	+$16.4K	﹤0.01%	150
2017 Q2	–	Sell	-4,000	Closed	-$163K	–	181
2017 Q1	$163K	Buy	+4,000	New	+$170K	0.05%	37
2015 Q3	–	Sell	-635	Closed	-$26K	–	267
2015 Q2	$26K	Buy	635 +89	+16%	+$3.91K	0.01%	176
2015 Q1	$22K	Buy	546 +496	+992%	+$22.4K	0.01%	198
2014 Q4	$2K	Sell	50 -530	-91%	-$25K	﹤0.01%	334
2014 Q3	$29K	Hold	580	–	–	0.01%	157
2014 Q2	$32K	Hold	580	–	–	0.02%	150
2014 Q1	$32K	Sell	580 -83	-13%	-$4.52K	0.02%	163
2013 Q4	$37K	Buy	+663	New	+$34.5K	0.02%	135

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CKW Financial Group's RIO Position: Q1 2022 in Review

CKW Financial Group sold out of Rio Tinto (RIO) in Q1 2022, closing a stake of 300 shares — an estimated $20K sold.

CKW Financial Group first reported a position in RIO in Q4 2013 and held it in 12 quarters. The position peaked at $163K in Q1 2017. 682 funds tracked by Wall St. Rank hold RIO as of Q1 2022.

CKW Financial Group reported no remaining Rio Tinto position as of Q1 2022 after selling out during the quarter.
CKW Financial Group sold 300 Rio Tinto shares in Q1 2022, an estimated $20K.
CKW Financial Group first reported a position in Rio Tinto in Q4 2013 and held it in 12 quarters.
CKW Financial Group's Rio Tinto position peaked at $163K in Q1 2017.
682 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2022.

Based on CKW Financial Group's 13F filing for Q1 2022, filed 28 Apr 2022.