D'Orazio & Associates’s Rio Tinto RIO Stock Holding History

D'Orazio & Associates’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 Q2	–	Sell	-3,776	Closed	-$259K	–	164
2023 Q1	$259K	Buy	3,776 +337	+10%	+$24.5K	0.07%	100
2022 Q4	$245K	Buy	+3,439	New	+$216K	0.06%	120
2021 Q4	–	Sell	-1,643	Closed	-$110K	–	571
2021 Q3	$110K	Buy	1,643 +643	+64%	+$50.2K	0.03%	131
2021 Q2	$84K	Hold	1,000	–	–	0.02%	131
2021 Q1	$78K	Hold	1,000	–	–	0.02%	134
2020 Q4	$75K	Hold	1,000	–	–	0.02%	124
2020 Q3	$60K	Hold	1,000	–	–	0.02%	127
2020 Q2	$56K	Hold	1,000	–	–	0.02%	129
2020 Q1	$46K	Hold	1,000	–	–	0.02%	131
2019 Q4	$59K	Hold	1,000	–	–	0.02%	133
2019 Q3	$52K	Hold	1,000	–	–	0.02%	142
2019 Q2	$62K	Hold	1,000	–	–	0.02%	129
2019 Q1	$59K	Hold	1,000	–	–	0.02%	130
2018 Q4	$48K	Hold	1,000	–	–	0.02%	130
2018 Q3	$51K	Hold	1,000	–	–	0.02%	133
2018 Q2	$55K	Hold	1,000	–	–	0.02%	123
2018 Q1	$52K	Hold	1,000	–	–	0.02%	118
2017 Q4	$53K	Buy	+1,000	New	+$48.8K	0.02%	125
2017 Q3	–	Sell	-1,000	Closed	-$42K	–	314
2017 Q2	$42K	Buy	+1,000	New	+$40.1K	0.02%	136

Other funds holding RIO

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D'Orazio & Associates's RIO Position: Q2 2023 in Review

D'Orazio & Associates sold out of Rio Tinto (RIO) in Q2 2023, closing a stake of 3,776 shares — an estimated $259K sold.

D'Orazio & Associates first reported a position in RIO in Q2 2017 and held it in 19 quarters. The position peaked at $259K in Q1 2023. 710 funds tracked by Wall St. Rank hold RIO as of Q2 2023.

D'Orazio & Associates reported no remaining Rio Tinto position as of Q2 2023 after selling out during the quarter.
D'Orazio & Associates sold 3,776 Rio Tinto shares in Q2 2023, an estimated $259K.
D'Orazio & Associates first reported a position in Rio Tinto in Q2 2017 and held it in 19 quarters.
D'Orazio & Associates's Rio Tinto position peaked at $259K in Q1 2023.
710 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2023.

Based on D'Orazio & Associates's 13F filing for Q2 2023, filed 4 Aug 2023.