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GYL Financial Synergies’s Rio Tinto RIO Stock Holding History

GYL Financial Synergies’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
Q3 		$308K Buy
4,331
+44
+1% +$2.83K 0.02% 290
2024
Q2 		$283K Sell
4,287
-3,311
-44% -$225K 0.02% 303
2024
Q1 		$484K Sell
7,598
-4
-0.1% -$268 0.04% 248
2023
Q4 		$566K Buy
7,602
+192
+3% +$12.9K 0.05% 227
2023
Q3 		$472K Sell
7,410
-209
-3% -$13.3K 0.05% 239
2023
Q2 		$486K Buy
7,619
+270
+4% +$17.4K 0.04% 242
2023
Q1 		$504K Buy
7,349
+3,870
+111% +$281K 0.06% 189
2022
Q4 		$248K Buy
+3,479
New +$219K 0.05% 187
2022
Q3 		– Sell
-3,374
Closed -$206K – 202
2022
Q2 		$206K Sell
3,374
-36
-1% -$2.58K 0.06% 181
2022
Q1 		$274K Buy
+3,410
New +$259K 0.07% 165

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 $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return