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Janiczek Wealth Management’s Rio Tinto RIO Stock Holding History

Janiczek 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 		$320K Sell
4,856
-74
-2% -$5.04K 0.07% 122
2024
Q1 		$317K Sell
4,930
-324
-6% -$21.7K 0.07% 127
2023
Q4 		$391K Buy
5,254
+1,119
+27% +$75.1K 0.09% 86
2023
Q3 		$263K Sell
4,135
-447
-10% -$28.5K 0.07% 116
2023
Q2 		$293K Buy
4,582
+647
+16% +$41.6K 0.08% 91
2023
Q1 		$272K Sell
3,935
-3
-0.1% -$218 0.08% 94
2022
Q4 		$306K Buy
3,938
+820
+26% +$51.5K 0.09% 81
2022
Q3 		$179K Sell
3,118
-1,200
-28% -$69.1K 0.06% 118
2022
Q2 		$264K Buy
4,318
+450
+12% +$32.3K 0.08% 81
2022
Q1 		$311K Buy
3,868
+772
+25% +$58.6K 0.09% 73
2021
Q4 		$207K Buy
3,096
+1,819
+142% +$118K 0.06% 101
2021
Q3 		$85K Buy
1,277
+35
+3% +$2.73K 0.03% 194
2021
Q2 		$104K Buy
1,242
+224
+22% +$19.3K 0.04% 152
2021
Q1 		$79K Buy
1,018
+250
+33% +$20.5K 0.03% 173
2020
Q4 		$58K Buy
768
+573
+294% +$37.6K 0.03% 176
2020
Q3 		$12K Buy
+195
New +$12K 0.01% 217

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

Janiczek Wealth Management's RIO Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Rio Tinto (RIO) stake by 1.5% in Q2 2024, selling an estimated $5.04K and leaving 4,856 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #122.

Janiczek Wealth Management first reported a position in RIO in Q3 2020 and has held it in 16 quarters since. The position peaked at $391K in Q4 2023. 753 funds tracked by Wall St. Rank hold RIO as of Q2 2024.

  • Janiczek Wealth Management held 4,856 shares of Rio Tinto worth $320K as of Q2 2024.
  • Janiczek Wealth Management sold 74 Rio Tinto shares in Q2 2024, an estimated $5.04K.
  • Rio Tinto made up 0.07% of Janiczek Wealth Management's portfolio in Q2 2024, its #122 holding.
  • Janiczek Wealth Management first reported a position in Rio Tinto in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Rio Tinto position peaked at $391K in Q4 2023.
  • 753 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.