Insight Wealth Strategies’s Rio Tinto RIO Stock Holding History

Insight Wealth Strategies’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	–	Sell	-21,142	Closed	-$1.29M	–	150
2022 Q3	$1.29M	Hold	21,142	–	–	0.24%	76
2022 Q2	$1.29M	Buy	21,142 +76	+0.4%	+$5.45K	0.24%	76
2022 Q1	$1.69M	Buy	21,066 +576	+3%	+$43.7K	0.25%	64
2021 Q4	$1.37M	Buy	20,490 +1,326	+7%	+$85.8K	0.2%	81
2021 Q3	$1.28M	Buy	19,164 +9,746	+103%	+$760K	0.18%	80
2021 Q2	$790K	Buy	+9,418	New	+$810K	0.11%	118

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

Insight Wealth Strategies's RIO Position: Q4 2022 in Review

Insight Wealth Strategies sold out of Rio Tinto (RIO) in Q4 2022, closing a stake of 21,142 shares — an estimated $1.29M sold.

Insight Wealth Strategies first reported a position in RIO in Q2 2021 and held it in 6 quarters. The position peaked at $1.69M in Q1 2022. 682 funds tracked by Wall St. Rank hold RIO as of Q4 2022.

Insight Wealth Strategies reported no remaining Rio Tinto position as of Q4 2022 after selling out during the quarter.
Insight Wealth Strategies sold 21,142 Rio Tinto shares in Q4 2022, an estimated $1.29M.
Insight Wealth Strategies first reported a position in Rio Tinto in Q2 2021 and held it in 6 quarters.
Insight Wealth Strategies's Rio Tinto position peaked at $1.69M in Q1 2022.
682 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2022.

Based on Insight Wealth Strategies's 13F filing for Q4 2022, filed 6 Jan 2023.