Intersect Capital’s Rio Tinto RIO Stock Holding History

Intersect Capital’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 Q2	$291K	Sell	4,774 -325	-6%	-$23.3K	0.09%	240
2022 Q1	$410K	Buy	5,099 +871	+21%	+$66.1K	0.08%	233
2021 Q4	$283K	Buy	4,228 +694	+20%	+$44.9K	0.05%	321
2021 Q3	$236K	Sell	3,534 -263	-7%	-$20.5K	0.04%	337
2021 Q2	$319K	Buy	3,797 +57	+2%	+$4.9K	0.06%	254
2021 Q1	$290K	Sell	3,740 -402	-10%	-$33K	0.06%	248
2020 Q4	$312K	Buy	4,142 +229	+6%	+$15K	0.07%	207
2020 Q3	$236K	Buy	+3,913	New	+$240K	0.06%	202
2015 Q2	–	Sell	-1,180	Closed	-$53K	–	306
2015 Q1	$53K	Buy	1,180 +27	+2%	+$1.22K	0.04%	175
2014 Q4	$53K	Buy	+1,153	New	+$54.4K	0.04%	180

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Intersect Capital's RIO Position: Q2 2022 in Review

Intersect Capital reduced its Rio Tinto (RIO) stake by 6.4% in Q2 2022, selling an estimated $23.3K and leaving 4,774 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #240.

Intersect Capital first reported a position in RIO in Q4 2014 and has held it in 10 quarters since. The position peaked at $410K in Q1 2022. 661 funds tracked by Wall St. Rank hold RIO as of Q2 2022.

Intersect Capital held 4,774 shares of Rio Tinto worth $291K as of Q2 2022.
Intersect Capital sold 325 Rio Tinto shares in Q2 2022, an estimated $23.3K.
Rio Tinto made up 0.09% of Intersect Capital's portfolio in Q2 2022, its #240 holding.
Intersect Capital first reported a position in Rio Tinto in Q4 2014 and has held it in 10 quarters since.
Intersect Capital's Rio Tinto position peaked at $410K in Q1 2022.
661 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.