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Endowment Wealth Management’s Rio Tinto RIO Stock Holding History

Endowment Wealth Management’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
Q1 		– Sell
-3,643
Closed -$259K – 143
2022
Q4 		$259K Sell
3,643
-453
-11% -$28.5K 0.29% 92
2022
Q3 		$226K Buy
+4,096
New +$236K 0.27% 93
2022
Q2 		– Sell
-3,196
Closed -$257K – 125
2022
Q1 		$257K Buy
+3,196
New +$243K 0.27% 89

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Endowment Wealth Management's RIO Position: Q1 2023 in Review

Endowment Wealth Management sold out of Rio Tinto (RIO) in Q1 2023, closing a stake of 3,643 shares — an estimated $259K sold.

Endowment Wealth Management first reported a position in RIO in Q1 2022 and held it in 3 quarters. The position peaked at $259K in Q4 2022. 723 funds tracked by Wall St. Rank hold RIO as of Q1 2023.

  • Endowment Wealth Management reported no remaining Rio Tinto position as of Q1 2023 after selling out during the quarter.
  • Endowment Wealth Management sold 3,643 Rio Tinto shares in Q1 2023, an estimated $259K.
  • Endowment Wealth Management first reported a position in Rio Tinto in Q1 2022 and held it in 3 quarters.
  • Endowment Wealth Management's Rio Tinto position peaked at $259K in Q4 2022.
  • 723 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2023.

Based on Endowment Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.