Dividend Assets Capital’s Rio Tinto RIO Stock Holding History

Dividend Assets Capital’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 Q1	–	Sell	-100	Closed	-$7K	–	319
2023 Q4	$7K	Hold	100	–	–	﹤0.01%	406
2023 Q3	$6K	Hold	100	–	–	﹤0.01%	418
2023 Q2	$6K	Hold	100	–	–	﹤0.01%	447
2023 Q1	$7K	Hold	100	–	–	﹤0.01%	457
2022 Q4	$7K	Hold	100	–	–	﹤0.01%	457
2022 Q3	$6K	Hold	100	–	–	﹤0.01%	483
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	494
2022 Q1	$8K	Buy	+100	New	+$7.59K	﹤0.01%	441
2021 Q3	–	Sell	-9	Closed	-$1K	–	531
2021 Q2	$1K	Sell	9 -13	-59%	-$1.12K	﹤0.01%	513
2021 Q1	$2K	Hold	22	–	–	﹤0.01%	504
2020 Q4	$2K	Buy	+22	New	+$1.45K	﹤0.01%	510

Other funds holding RIO

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

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Dividend Assets Capital's RIO Position: Q1 2024 in Review

Dividend Assets Capital sold out of Rio Tinto (RIO) in Q1 2024, closing a stake of 100 shares — an estimated $7K sold.

Dividend Assets Capital first reported a position in RIO in Q4 2020 and held it in 11 quarters. The position peaked at $8K in Q1 2022. 752 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

Dividend Assets Capital reported no remaining Rio Tinto position as of Q1 2024 after selling out during the quarter.
Dividend Assets Capital sold 100 Rio Tinto shares in Q1 2024, an estimated $7K.
Dividend Assets Capital first reported a position in Rio Tinto in Q4 2020 and held it in 11 quarters.
Dividend Assets Capital's Rio Tinto position peaked at $8K in Q1 2022.
752 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on Dividend Assets Capital's 13F filing for Q1 2024, filed 15 May 2024.