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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return