Halpern Financial’s Rio Tinto RIO Stock Holding History

Halpern Financial’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	$13.2K	Hold	186	–	–	﹤0.01%	148
2024 Q2	$12.3K	Hold	186	–	–	﹤0.01%	150
2024 Q1	$12K	Hold	186	–	–	﹤0.01%	157
2023 Q4	$13.7K	Hold	186	–	–	﹤0.01%	171
2023 Q3	$11.8K	Hold	186	–	–	﹤0.01%	147
2023 Q2	$11.9K	Hold	186	–	–	﹤0.01%	142
2023 Q1	$12.8K	Hold	186	–	–	﹤0.01%	125
2022 Q4	$13.2K	Hold	186	–	–	﹤0.01%	128
2022 Q3	$10.2K	Hold	186	–	–	﹤0.01%	141
2022 Q2	$11.3K	Hold	186	–	–	﹤0.01%	158
2022 Q1	$15K	Hold	186	–	–	0.01%	156
2021 Q4	$12.5K	Hold	186	–	–	0.01%	171
2021 Q3	$12.4K	Hold	186	–	–	0.01%	159
2021 Q2	$15.6K	Hold	186	–	–	0.01%	124
2021 Q1	$14.4K	Hold	186	–	–	0.01%	115
2020 Q4	$14K	Hold	186	–	–	0.01%	101
2020 Q3	$11.2K	Hold	186	–	–	0.01%	108
2020 Q2	$10.4K	Hold	186	–	–	0.01%	98
2020 Q1	$8.47K	Hold	186	–	–	0.01%	93
2019 Q4	$11K	Buy	+186	New	+$10.1K	0.01%	114

Other funds holding RIO

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Halpern Financial's RIO Position: Q3 2024 in Review

Halpern Financial held its Rio Tinto (RIO) position steady in Q3 2024 at 186 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #148.

Halpern Financial first reported a position in RIO in Q4 2019 and has held it in 20 quarters since. The position peaked at $15.6K in Q2 2021. 760 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

Halpern Financial held 186 shares of Rio Tinto worth $13.2K as of Q3 2024.
Halpern Financial left its Rio Tinto share count unchanged in Q3 2024.
Rio Tinto made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #148 holding.
Halpern Financial first reported a position in Rio Tinto in Q4 2019 and has held it in 20 quarters since.
Halpern Financial's Rio Tinto position peaked at $15.6K in Q2 2021.
760 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.