Lee Financial’s Rio Tinto RIO Stock Holding History

Lee Financial’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	–	Sell	-100	Closed	-$6K	–	981
2022 Q3	$6K	Sell	100 -100	-50%	-$5.76K	﹤0.01%	515
2022 Q2	$12K	Buy	+200	New	+$14.3K	﹤0.01%	424

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

Lee Financial's RIO Position: Q4 2022 in Review

Lee Financial sold out of Rio Tinto (RIO) in Q4 2022, closing a stake of 100 shares — an estimated $6K sold.

Lee Financial first reported a position in RIO in Q2 2022 and held it in 2 quarters. The position peaked at $12K in Q2 2022. 682 funds tracked by Wall St. Rank hold RIO as of Q4 2022.

Lee Financial reported no remaining Rio Tinto position as of Q4 2022 after selling out during the quarter.
Lee Financial sold 100 Rio Tinto shares in Q4 2022, an estimated $6K.
Lee Financial first reported a position in Rio Tinto in Q2 2022 and held it in 2 quarters.
Lee Financial's Rio Tinto position peaked at $12K in Q2 2022.
682 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.