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Laidlaw Wealth Management’s Rio Tinto RIO Stock Holding History

Laidlaw 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
2022
Q3 		– Sell
-5,610
Closed -$342K – 361
2022
Q2 		$342K Sell
5,610
-792
-12% -$56.8K 0.07% 247
2022
Q1 		$515K Buy
+6,402
New +$486K 0.09% 214

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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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Laidlaw Wealth Management's RIO Position: Q3 2022 in Review

Laidlaw Wealth Management sold out of Rio Tinto (RIO) in Q3 2022, closing a stake of 5,610 shares — an estimated $342K sold.

Laidlaw Wealth Management first reported a position in RIO in Q1 2022 and held it in 2 quarters. The position peaked at $515K in Q1 2022. 633 funds tracked by Wall St. Rank hold RIO as of Q3 2022.

  • Laidlaw Wealth Management reported no remaining Rio Tinto position as of Q3 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 5,610 Rio Tinto shares in Q3 2022, an estimated $342K.
  • Laidlaw Wealth Management first reported a position in Rio Tinto in Q1 2022 and held it in 2 quarters.
  • Laidlaw Wealth Management's Rio Tinto position peaked at $515K in Q1 2022.
  • 633 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2022.

Based on Laidlaw Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.