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Focused Wealth Management’s Rio Tinto RIO Stock Holding History

Focused Wealth Management’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
-177
Closed -$13.2K – 795
2023
Q4 		$13.2K Sell
177
-695
-80% -$46.6K ﹤0.01% 503
2023
Q3 		$55.5K Hold
872
– – 0.01% 280
2023
Q2 		$55.7K Buy
872
+201
+30% +$12.9K 0.01% 285
2023
Q1 		$46.1K Hold
671
– – 0.01% 315
2022
Q4 		$47.8K Hold
671
– – 0.01% 314
2022
Q3 		$37K Buy
671
+8
+1% +$461 0.01% 322
2022
Q2 		$40K Buy
+663
New +$47.5K 0.01% 317

Other funds holding RIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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

Focused Wealth Management's RIO Position: Q1 2024 in Review

Focused Wealth Management sold out of Rio Tinto (RIO) in Q1 2024, closing a stake of 177 shares — an estimated $13.2K sold.

Focused Wealth Management first reported a position in RIO in Q2 2022 and held it in 7 quarters. The position peaked at $55.7K in Q2 2023. 751 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

  • Focused Wealth Management reported no remaining Rio Tinto position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 177 Rio Tinto shares in Q1 2024, an estimated $13.2K.
  • Focused Wealth Management first reported a position in Rio Tinto in Q2 2022 and held it in 7 quarters.
  • Focused Wealth Management's Rio Tinto position peaked at $55.7K in Q2 2023.
  • 751 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.