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FSA Wealth Management’s Rio Tinto RIO Stock Holding History

FSA 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 		$15.3K Hold
240
– – 0.01% 281
2023
Q4 		$18K Buy
+240
New +$16.1K 0.01% 247

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

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

FSA Wealth Management held its Rio Tinto (RIO) position steady in Q1 2024 at 240 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #281.

FSA Wealth Management first reported a position in RIO in Q4 2023 and has held it in 2 quarters since. The position peaked at $18K in Q4 2023. 751 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

  • FSA Wealth Management held 240 shares of Rio Tinto worth $15.3K as of Q1 2024.
  • FSA Wealth Management left its Rio Tinto share count unchanged in Q1 2024.
  • Rio Tinto made up 0.01% of FSA Wealth Management's portfolio in Q1 2024, its #281 holding.
  • FSA Wealth Management first reported a position in Rio Tinto in Q4 2023 and has held it in 2 quarters since.
  • FSA Wealth Management's Rio Tinto position peaked at $18K in Q4 2023.
  • 751 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.