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

First Personal 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
2024 Q1	–	Sell	-600	Closed	-$44.7K	–	401
2023 Q4	$44.7K	Hold	600	–	–	0.01%	211
2023 Q3	$38.2K	Sell	600 -468	-44%	-$29.9K	0.01%	218
2023 Q2	$68.2K	Hold	1,068	–	–	0.02%	186
2023 Q1	$73.3K	Hold	1,068	–	–	0.02%	177
2022 Q4	$76K	Buy	1,068 +955	+845%	+$60K	0.02%	173
2022 Q3	$6K	Buy	+113	New	+$6.51K	﹤0.01%	373
2022 Q1	–	Sell	-165	Closed	-$11K	–	364
2021 Q4	$11K	Hold	165	–	–	﹤0.01%	287
2021 Q3	$11K	Hold	165	–	–	﹤0.01%	284
2021 Q2	$14K	Hold	165	–	–	﹤0.01%	276
2021 Q1	$13K	Sell	165 -124	-43%	-$10.2K	﹤0.01%	268
2020 Q4	$22K	Buy	+289	New	+$19K	0.01%	233
2015 Q4	–	Sell	-178	Closed	-$7K	–	474
2015 Q3	$7K	Hold	178	–	–	﹤0.01%	303
2015 Q2	$8K	Hold	178	–	–	﹤0.01%	289
2015 Q1	$8K	Hold	178	–	–	﹤0.01%	294
2014 Q4	$8K	Buy	+178	New	+$8.39K	﹤0.01%	275

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

First Personal Financial Services's RIO Position: Q1 2024 in Review

First Personal Financial Services sold out of Rio Tinto (RIO) in Q1 2024, closing a stake of 600 shares — an estimated $44.7K sold.

First Personal Financial Services first reported a position in RIO in Q4 2014 and held it in 15 quarters. The position peaked at $76K in Q4 2022. 752 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

First Personal Financial Services reported no remaining Rio Tinto position as of Q1 2024 after selling out during the quarter.
First Personal Financial Services sold 600 Rio Tinto shares in Q1 2024, an estimated $44.7K.
First Personal Financial Services first reported a position in Rio Tinto in Q4 2014 and held it in 15 quarters.
First Personal Financial Services's Rio Tinto position peaked at $76K in Q4 2022.
752 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on First Personal Financial Services's 13F filing for Q1 2024, filed 26 Apr 2024.