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ICA Group Wealth Management’s Rio Tinto RIO Stock Holding History

ICA Group 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
Q2 		$31.3K Hold
475
– – 0.02% 292
2024
Q1 		$30.3K Sell
475
-400
-46% -$26.8K 0.01% 660
2023
Q4 		$65.2K Buy
+875
New +$58.7K 0.01% 452
2023
Q3 		– Sell
-650
Closed -$41.5K – 999
2023
Q2 		$41.5K Buy
650
+500
+333% +$32.1K 0.01% 525
2023
Q1 		$10.3K Hold
150
– – ﹤0.01% 800
2022
Q4 		$10.7K Buy
+150
New +$9.42K ﹤0.01% 810

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ICA Group Wealth Management's RIO Position: Q2 2024 in Review

ICA Group Wealth Management held its Rio Tinto (RIO) position steady in Q2 2024 at 475 shares worth $31.3K. The position accounts for 0.02% of the portfolio, ranked #292.

ICA Group Wealth Management first reported a position in RIO in Q4 2022 and has held it in 6 quarters since. The position peaked at $65.2K in Q4 2023. 753 funds tracked by Wall St. Rank hold RIO as of Q2 2024.

  • ICA Group Wealth Management held 475 shares of Rio Tinto worth $31.3K as of Q2 2024.
  • ICA Group Wealth Management left its Rio Tinto share count unchanged in Q2 2024.
  • Rio Tinto made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #292 holding.
  • ICA Group Wealth Management first reported a position in Rio Tinto in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Rio Tinto position peaked at $65.2K in Q4 2023.
  • 753 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.