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Jackson Grant Investment Advisers’s Rio Tinto RIO Stock Holding History

Jackson Grant Investment Advisers’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
2023
Q3 		– Sell
-75
Closed -$4.79K – 408
2023
Q2 		$4.79K Buy
+75
New +$4.82K ﹤0.01% 296

Other funds holding RIO

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Jackson Grant Investment Advisers's RIO Position: Q3 2023 in Review

Jackson Grant Investment Advisers sold out of Rio Tinto (RIO) in Q3 2023, closing a stake of 75 shares — an estimated $4.79K sold.

Jackson Grant Investment Advisers first reported a position in RIO in Q2 2023 and held it in 1 quarter. The position peaked at $4.79K in Q2 2023. 713 funds tracked by Wall St. Rank hold RIO as of Q3 2023.

  • Jackson Grant Investment Advisers reported no remaining Rio Tinto position as of Q3 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 75 Rio Tinto shares in Q3 2023, an estimated $4.79K.
  • Jackson Grant Investment Advisers first reported a position in Rio Tinto in Q2 2023 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Rio Tinto position peaked at $4.79K in Q2 2023.
  • 713 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2023, filed 13 Oct 2023.