Kelly Financial Services’s Rio Tinto RIO Stock Holding History

Kelly Financial Services’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 Q1	–	Sell	-37	Closed	-$2.63K	–	722
2022 Q4	$2.63K	Hold	37	–	–	﹤0.01%	479
2022 Q3	$2.04K	Hold	37	–	–	﹤0.01%	503
2022 Q2	$2.26K	Hold	37	–	–	﹤0.01%	487
2022 Q1	$2.98K	Hold	37	–	–	﹤0.01%	486
2021 Q4	$2.48K	Buy	+37	New	+$2.4K	﹤0.01%	515
2020 Q4	–	Sell	-60	Closed	-$3.62K	–	612
2020 Q3	$3.62K	Hold	60	–	–	﹤0.01%	371
2020 Q2	$3.37K	Hold	60	–	–	﹤0.01%	377
2020 Q1	$2.73K	Hold	60	–	–	﹤0.01%	360
2019 Q4	$3.56K	Hold	60	–	–	﹤0.01%	349
2019 Q3	$3.13K	Buy	+60	New	+$3.26K	﹤0.01%	348

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kelly Financial Services's RIO Position: Q1 2023 in Review

Kelly Financial Services sold out of Rio Tinto (RIO) in Q1 2023, closing a stake of 37 shares — an estimated $2.63K sold.

Kelly Financial Services first reported a position in RIO in Q3 2019 and held it in 10 quarters. The position peaked at $3.62K in Q3 2020. 722 funds tracked by Wall St. Rank hold RIO as of Q1 2023.

Kelly Financial Services reported no remaining Rio Tinto position as of Q1 2023 after selling out during the quarter.
Kelly Financial Services sold 37 Rio Tinto shares in Q1 2023, an estimated $2.63K.
Kelly Financial Services first reported a position in Rio Tinto in Q3 2019 and held it in 10 quarters.
Kelly Financial Services's Rio Tinto position peaked at $3.62K in Q3 2020.
722 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2023.

Based on Kelly Financial Services's 13F filing for Q1 2023, filed 17 Jul 2024.