Evoke Wealth’s Rio Tinto RIO Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-109	Closed	-$6K	–	970
2022 Q3	$6K	Sell	109 -21	-16%	-$1.21K	﹤0.01%	857
2022 Q2	$8K	Buy	130 +1	+0.8%	+$72	﹤0.01%	813
2022 Q1	$11K	Hold	129	–	–	﹤0.01%	753
2021 Q4	$9K	Buy	129 +1	+0.8%	+$65	﹤0.01%	809
2021 Q3	$8K	Buy	128 +1	+0.8%	+$78	﹤0.01%	779
2021 Q2	$11K	Hold	127	–	–	﹤0.01%	741
2021 Q1	$10K	Buy	127 +1	+0.8%	+$82	﹤0.01%	696
2020 Q4	$10K	Hold	126	–	–	﹤0.01%	599
2020 Q3	$8K	Hold	126	–	–	﹤0.01%	597
2020 Q2	$7K	Buy	126 +1	+0.8%	+$51	﹤0.01%	607
2020 Q1	$6K	Hold	125	–	–	﹤0.01%	578
2019 Q4	$7.44K	Sell	125 -19	-13%	-$1.03K	﹤0.01%	827
2019 Q3	$7.52K	Buy	+144	New	+$7.81K	﹤0.01%	894

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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