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Edge Capital Group’s Rio Tinto RIO Stock Holding History

Edge Capital 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
2023
Q2 		– Sell
-3,401
Closed -$233K – 380
2023
Q1 		$233K Hold
3,401
– – 0.01% 283
2022
Q4 		$242K Buy
+3,401
New +$214K 0.02% 261
2022
Q3 		– Sell
-70,647
Closed -$4.31M – 376
2022
Q2 		$4.31M Sell
70,647
-968
-1% -$69.4K 0.37% 62
2022
Q1 		$5.76M Sell
71,615
-2,043
-3% -$155K 0.39% 60
2021
Q4 		$4.93M Buy
73,658
+67,905
+1,180% +$4.4M 0.35% 65
2021
Q3 		$384K Buy
+5,753
New +$449K 0.03% 212

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edge Capital Group's RIO Position: Q2 2023 in Review

Edge Capital Group sold out of Rio Tinto (RIO) in Q2 2023, closing a stake of 3,401 shares — an estimated $233K sold.

Edge Capital Group first reported a position in RIO in Q3 2021 and held it in 6 quarters. The position peaked at $5.76M in Q1 2022. 710 funds tracked by Wall St. Rank hold RIO as of Q2 2023.

  • Edge Capital Group reported no remaining Rio Tinto position as of Q2 2023 after selling out during the quarter.
  • Edge Capital Group sold 3,401 Rio Tinto shares in Q2 2023, an estimated $233K.
  • Edge Capital Group first reported a position in Rio Tinto in Q3 2021 and held it in 6 quarters.
  • Edge Capital Group's Rio Tinto position peaked at $5.76M in Q1 2022.
  • 710 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2023.

Based on Edge Capital Group's 13F filing for Q2 2023, filed 8 Aug 2023.