First National Bank of South Miami’s Rio Tinto RIO Stock Holding History

First National Bank of South Miami’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	$127K	Sell	1,987 -725	-27%	-$46.6K	0.1%	151
2023 Q1	$186K	Buy	2,712 +65	+2%	+$4.72K	0.15%	130
2022 Q4	$188K	Hold	2,647	–	–	0.14%	128
2022 Q3	$146K	Sell	2,647 -171	-6%	-$9.85K	0.11%	141
2022 Q2	$172K	Buy	2,818 +615	+28%	+$44.1K	0.12%	138
2022 Q1	$177K	Buy	2,203 +803	+57%	+$61K	0.11%	146
2021 Q4	$94K	Buy	1,400 +417	+42%	+$27K	0.06%	186
2021 Q3	$66K	Buy	983 +89	+10%	+$6.94K	0.04%	191
2021 Q2	$75K	Buy	894 +527	+144%	+$45.3K	0.05%	182
2021 Q1	$28K	Buy	367 +295	+410%	+$24.2K	0.02%	222
2020 Q4	$5K	Buy	+72	New	+$4.73K	﹤0.01%	267

Other funds holding RIO

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $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 National Bank of South Miami's RIO Position: Q2 2023 in Review

First National Bank of South Miami reduced its Rio Tinto (RIO) stake by 27% in Q2 2023, selling an estimated $46.6K and leaving 1,987 shares worth $127K. The position accounts for 0.1% of the portfolio, ranked #151.

First National Bank of South Miami first reported a position in RIO in Q4 2020 and has held it in 11 quarters since. The position peaked at $188K in Q4 2022. 711 funds tracked by Wall St. Rank hold RIO as of Q2 2023.

First National Bank of South Miami held 1,987 shares of Rio Tinto worth $127K as of Q2 2023.
First National Bank of South Miami sold 725 Rio Tinto shares in Q2 2023, an estimated $46.6K.
Rio Tinto made up 0.1% of First National Bank of South Miami's portfolio in Q2 2023, its #151 holding.
First National Bank of South Miami first reported a position in Rio Tinto in Q4 2020 and has held it in 11 quarters since.
First National Bank of South Miami's Rio Tinto position peaked at $188K in Q4 2022.
711 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.