First Business Financial Services’s Rio Tinto RIO Stock Holding History

First Business Financial Services’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	-19,969	Closed	-$1.37M	–	176
2023 Q1	$1.37M	Buy	19,969 +974	+5%	+$70.7K	0.17%	58
2022 Q4	$1.35M	Sell	18,995 -288	-1%	-$18.1K	0.18%	52
2022 Q3	$1.06M	Buy	19,283 +1,572	+9%	+$90.6K	0.15%	60
2022 Q2	$1.08M	Sell	17,711 -540	-3%	-$38.7K	0.15%	63
2022 Q1	$1.47M	Sell	18,251 -139	-0.8%	-$10.6K	0.16%	53
2021 Q4	$1.23M	Buy	18,390 +1,220	+7%	+$79K	0.13%	66
2021 Q3	$1.15M	Buy	17,170 +8,552	+99%	+$667K	0.13%	60
2021 Q2	$723K	Buy	+8,618	New	+$741K	0.08%	84
2020 Q4	–	Sell	-6,424	Closed	-$388K	–	127
2020 Q3	$388K	Sell	6,424 -57	-0.9%	-$3.5K	0.06%	87
2020 Q2	$364K	Buy	6,481 +32	+0.5%	+$1.62K	0.07%	85
2020 Q1	$294K	Sell	6,449 -346	-5%	-$17.8K	0.06%	92
2019 Q4	$403K	Buy	+6,795	New	+$369K	0.06%	90

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

First Business Financial Services's RIO Position: Q2 2023 in Review

First Business Financial Services sold out of Rio Tinto (RIO) in Q2 2023, closing a stake of 19,969 shares — an estimated $1.37M sold.

First Business Financial Services first reported a position in RIO in Q4 2019 and held it in 12 quarters. The position peaked at $1.47M in Q1 2022. 710 funds tracked by Wall St. Rank hold RIO as of Q2 2023.

First Business Financial Services reported no remaining Rio Tinto position as of Q2 2023 after selling out during the quarter.
First Business Financial Services sold 19,969 Rio Tinto shares in Q2 2023, an estimated $1.37M.
First Business Financial Services first reported a position in Rio Tinto in Q4 2019 and held it in 12 quarters.
First Business Financial Services's Rio Tinto position peaked at $1.47M in Q1 2022.
710 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2023.

Based on First Business Financial Services's 13F filing for Q2 2023, filed 7 Aug 2023.