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Cooper Financial Group’s Rio Tinto RIO Stock Holding History

Cooper 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
2024
Q2 		– Sell
-4,509
Closed -$287K – 391
2024
Q1 		$287K Buy
4,509
+78
+2% +$5.22K 0.05% 292
2023
Q4 		$330K Buy
4,431
+107
+2% +$7.18K 0.06% 260
2023
Q3 		$275K Buy
4,324
+206
+5% +$13.1K 0.07% 264
2023
Q2 		$263K Buy
4,118
+215
+6% +$13.8K 0.07% 264
2023
Q1 		$268K Buy
3,903
+527
+16% +$38.2K 0.07% 259
2022
Q4 		$240K Buy
+3,376
New +$212K 0.07% 253
2022
Q2 		– Sell
-2,903
Closed -$233K – 280
2022
Q1 		$233K Buy
+2,903
New +$220K 0.09% 214

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cooper Financial Group's RIO Position: Q2 2024 in Review

Cooper Financial Group sold out of Rio Tinto (RIO) in Q2 2024, closing a stake of 4,509 shares — an estimated $287K sold.

Cooper Financial Group first reported a position in RIO in Q1 2022 and held it in 7 quarters. The position peaked at $330K in Q4 2023. 753 funds tracked by Wall St. Rank hold RIO as of Q2 2024.

  • Cooper Financial Group reported no remaining Rio Tinto position as of Q2 2024 after selling out during the quarter.
  • Cooper Financial Group sold 4,509 Rio Tinto shares in Q2 2024, an estimated $287K.
  • Cooper Financial Group first reported a position in Rio Tinto in Q1 2022 and held it in 7 quarters.
  • Cooper Financial Group's Rio Tinto position peaked at $330K in Q4 2023.
  • 753 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2024.

Based on Cooper Financial Group's 13F filing for Q2 2024, filed 15 Jul 2024.