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Curated Wealth Partners’s Rio Tinto RIO Stock Holding History

Curated Wealth Partners’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
-3,690
Closed -$236K – 143
2023
Q2 		$236K Hold
3,690
– – 0.05% 115
2023
Q1 		$253K Sell
3,690
-1,037
-22% -$75.3K 0.06% 110
2022
Q4 		$337K Sell
4,727
-536
-10% -$33.7K 0.08% 85
2022
Q3 		$289K Sell
5,263
-1,143
-18% -$65.9K 0.08% 95
2022
Q2 		$390K Buy
+6,406
New +$459K 0.11% 81

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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
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

Curated Wealth Partners's RIO Position: Q3 2023 in Review

Curated Wealth Partners sold out of Rio Tinto (RIO) in Q3 2023, closing a stake of 3,690 shares — an estimated $236K sold.

Curated Wealth Partners first reported a position in RIO in Q2 2022 and held it in 5 quarters. The position peaked at $390K in Q2 2022. 713 funds tracked by Wall St. Rank hold RIO as of Q3 2023.

  • Curated Wealth Partners reported no remaining Rio Tinto position as of Q3 2023 after selling out during the quarter.
  • Curated Wealth Partners sold 3,690 Rio Tinto shares in Q3 2023, an estimated $236K.
  • Curated Wealth Partners first reported a position in Rio Tinto in Q2 2022 and held it in 5 quarters.
  • Curated Wealth Partners's Rio Tinto position peaked at $390K in Q2 2022.
  • 713 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2023.

Based on Curated Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.