Heritage Wealth Management (Arizona)’s Rio Tinto RIO Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$49.3K	Buy	692 +346	+100%	+$21.7K	0.01%	500
2022 Q3	$19K	Hold	346	–	–	0.01%	542
2022 Q2	$21.1K	Hold	346	–	–	0.01%	535
2022 Q1	$28K	Buy	+346	New	+$26.3K	0.01%	551
2021 Q3	$21K	Buy	321 +175	+120%	+$13.7K	0.01%	552
2021 Q2	$12K	Hold	146	–	–	﹤0.01%	643
2021 Q1	$11K	Buy	+146	New	+$12K	0.01%	566

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s RIO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Rio Tinto (RIO) stake by 100% in Q4 2022, buying an estimated $21.7K and bringing the position to 692 shares worth $49.3K. The position accounts for 0.01% of the portfolio, ranked #500.

Heritage Wealth Management (Arizona) first reported a position in RIO in Q1 2021 and has held it in 7 quarters since. 682 funds tracked by Wall St. Rank hold RIO as of Q4 2022.

Heritage Wealth Management (Arizona) held 692 shares of Rio Tinto worth $49.3K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 346 Rio Tinto shares in Q4 2022, an estimated $21.7K.
Rio Tinto made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #500 holding.
Heritage Wealth Management (Arizona) first reported a position in Rio Tinto in Q1 2021 and has held it in 7 quarters since.
682 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.