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 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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

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

Evoke Wealth's RIO Position: Q4 2022 in Review

Evoke Wealth sold out of Rio Tinto (RIO) in Q4 2022, closing a stake of 109 shares — an estimated $6K sold.

Evoke Wealth first reported a position in RIO in Q3 2019 and held it in 13 quarters. The position peaked at $11K in Q1 2022. 680 funds tracked by Wall St. Rank hold RIO as of Q4 2022.

Evoke Wealth reported no remaining Rio Tinto position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 109 Rio Tinto shares in Q4 2022, an estimated $6K.
Evoke Wealth first reported a position in Rio Tinto in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Rio Tinto position peaked at $11K in Q1 2022.
680 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.