Kalos Management’s Rio Tinto RIO Stock Holding History

Kalos 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
2023 Q2	–	Sell	-29	Closed	-$1.99K	–	317
2023 Q1	$1.99K	Buy	+29	New	+$2.1K	﹤0.01%	341
2018 Q3	–	Sell	-36,028	Closed	-$2M	–	200
2018 Q2	$2M	Buy	+36,028	New	+$2.02M	0.91%	35

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Kalos Management's RIO Position: Q2 2023 in Review

Kalos Management sold out of Rio Tinto (RIO) in Q2 2023, closing a stake of 29 shares — an estimated $1.99K sold.

Kalos Management first reported a position in RIO in Q2 2018 and held it in 2 quarters. The position peaked at $2M in Q2 2018. 710 funds tracked by Wall St. Rank hold RIO as of Q2 2023.

Kalos Management reported no remaining Rio Tinto position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 29 Rio Tinto shares in Q2 2023, an estimated $1.99K.
Kalos Management first reported a position in Rio Tinto in Q2 2018 and held it in 2 quarters.
Kalos Management's Rio Tinto position peaked at $2M in Q2 2018.
710 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.