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Heritage Financial Services’s Rio Tinto RIO Stock Holding History

Heritage 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
2022
Q3 		– Sell
-460
Closed -$28K – 377
2022
Q2 		$28K Buy
+460
New +$33K 0.02% 209

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Heritage Financial Services's RIO Position: Q3 2022 in Review

Heritage Financial Services sold out of Rio Tinto (RIO) in Q3 2022, closing a stake of 460 shares — an estimated $28K sold.

Heritage Financial Services first reported a position in RIO in Q2 2022 and held it in 1 quarter. The position peaked at $28K in Q2 2022. 633 funds tracked by Wall St. Rank hold RIO as of Q3 2022.

  • Heritage Financial Services reported no remaining Rio Tinto position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 460 Rio Tinto shares in Q3 2022, an estimated $28K.
  • Heritage Financial Services first reported a position in Rio Tinto in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Rio Tinto position peaked at $28K in Q2 2022.
  • 633 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.