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Clearview Wealth Advisors’s Rio Tinto RIO Stock Holding History

Clearview Wealth Advisors’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
Q3 		– Sell
-321
Closed -$20.5K – 507
2023
Q2 		$20.5K Buy
321
+11
+4% +$707 0.02% 275
2023
Q1 		$21.3K Hold
310
– – 0.02% 269
2022
Q4 		$22.1K Sell
310
-59
-16% -$3.71K 0.02% 234
2022
Q3 		$20K Buy
369
+18
+5% +$1.04K 0.02% 257
2022
Q2 		$21K Buy
351
+21
+6% +$1.5K 0.02% 273
2022
Q1 		$27K Hold
330
– – 0.02% 260
2021
Q4 		$22K Buy
+330
New +$21.4K 0.01% 323

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Clearview Wealth Advisors's RIO Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Rio Tinto (RIO) in Q3 2023, closing a stake of 321 shares — an estimated $20.5K sold.

Clearview Wealth Advisors first reported a position in RIO in Q4 2021 and held it in 7 quarters. The position peaked at $27K in Q1 2022. 713 funds tracked by Wall St. Rank hold RIO as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Rio Tinto position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 321 Rio Tinto shares in Q3 2023, an estimated $20.5K.
  • Clearview Wealth Advisors first reported a position in Rio Tinto in Q4 2021 and held it in 7 quarters.
  • Clearview Wealth Advisors's Rio Tinto position peaked at $27K in Q1 2022.
  • 713 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.