Lake Point Wealth Management’s Rio Tinto RIO Stock Holding History

Lake Point 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 Q2	$49K	Buy	+802	New	+$57.5K	0.03%	69
2019 Q1	–	Sell	-59	Closed	-$3K	–	827
2018 Q4	$3K	Buy	+59	New	+$2.88K	﹤0.01%	635

Other funds holding RIO

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

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

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

Lake Point Wealth Management's RIO Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in Rio Tinto (RIO) in Q2 2022: 802 shares worth $49K. The stake represents 0.03% of the portfolio and ranks #69 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in RIO as recently as Q4 2018.

Lake Point Wealth Management first reported a position in RIO in Q4 2018 and has held it in 2 quarters since. 660 funds tracked by Wall St. Rank hold RIO as of Q2 2022.

Lake Point Wealth Management held 802 shares of Rio Tinto worth $49K as of Q2 2022.
Rio Tinto was a new Lake Point Wealth Management position in Q2 2022.
Rio Tinto made up 0.03% of Lake Point Wealth Management's portfolio in Q2 2022, its #69 holding.
Lake Point Wealth Management first reported a position in Rio Tinto in Q4 2018 and has held it in 2 quarters since.
660 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.