Laurel Wealth Advisors (California)’s Rio Tinto RIO Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$1.47M	Buy	21,594 +215	+1%	+$13.5K	0.14%	162
2022 Q3	$1.18M	Sell	21,379 -39	-0.2%	-$2.25K	0.13%	183
2022 Q2	$1.31M	Buy	21,418 +2,166	+11%	+$155K	0.13%	172
2022 Q1	$1.55M	Buy	19,252 +4,157	+28%	+$316K	0.13%	171
2021 Q4	$1.01M	Buy	15,095 +2,074	+16%	+$134K	0.08%	252
2021 Q3	$870K	Buy	13,021 +2,931	+29%	+$229K	0.16%	157
2021 Q2	$846K	Buy	10,090 +3,900	+63%	+$335K	0.11%	193
2021 Q1	$481K	Buy	+6,190	New	+$508K	0.07%	260

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s RIO Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Rio Tinto (RIO) stake by 1% in Q4 2022, buying an estimated $13.5K and bringing the position to 21,594 shares worth $1.47M. The position accounts for 0.14% of the portfolio, ranked #162.

Laurel Wealth Advisors (California) first reported a position in RIO in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.55M in Q1 2022. 682 funds tracked by Wall St. Rank hold RIO as of Q4 2022.

Laurel Wealth Advisors (California) held 21,594 shares of Rio Tinto worth $1.47M as of Q4 2022.
Laurel Wealth Advisors (California) bought 215 Rio Tinto shares in Q4 2022, an estimated $13.5K.
Rio Tinto made up 0.14% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #162 holding.
Laurel Wealth Advisors (California) first reported a position in Rio Tinto in Q1 2021 and has held it in 8 quarters since.
Laurel Wealth Advisors (California)'s Rio Tinto position peaked at $1.55M in Q1 2022.
682 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.