Institutional & Family Asset Management’s Rio Tinto RIO Stock Holding History

Institutional & Family Asset 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	$2.14K	Buy	32 +1	+3%	+$68	﹤0.01%	571
2024 Q1	$1.99K	Hold	31	–	–	﹤0.01%	584
2023 Q4	$2.33K	Hold	31	–	–	﹤0.01%	551
2023 Q3	$1.99K	Buy	31 +5	+19%	+$319	﹤0.01%	555
2023 Q2	$1.63K	Buy	26 +11	+73%	+$707	﹤0.01%	582
2023 Q1	$1.03K	Buy	+15	New	+$1.09K	﹤0.01%	627
2018 Q4	–	Sell	-500	Closed	-$26K	–	873
2018 Q3	$26K	Hold	500	–	–	0.01%	414
2018 Q2	$28K	Buy	+500	New	+$28K	0.01%	396

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Institutional & Family Asset Management's RIO Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Rio Tinto (RIO) stake by 3.2% in Q2 2024, buying an estimated $68 and bringing the position to 32 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Institutional & Family Asset Management first reported a position in RIO in Q2 2018 and has held it in 8 quarters since. The position peaked at $28K in Q2 2018. 753 funds tracked by Wall St. Rank hold RIO as of Q2 2024.

Institutional & Family Asset Management held 32 shares of Rio Tinto worth $2.14K as of Q2 2024.
Institutional & Family Asset Management bought 1 Rio Tinto share in Q2 2024, an estimated $68.
Rio Tinto made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #571 holding.
Institutional & Family Asset Management first reported a position in Rio Tinto in Q2 2018 and has held it in 8 quarters since.
Institutional & Family Asset Management's Rio Tinto position peaked at $28K in Q2 2018.
753 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.