LGT Financial Advisors’s Rio Tinto RIO Stock Holding History

LGT Financial Advisors’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 Q4	–	Sell	-13	Closed	-$827	–	963
2023 Q3	$827	Buy	+13	New	+$829	﹤0.01%	888

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LGT Financial Advisors's RIO Position: Q4 2023 in Review

LGT Financial Advisors sold out of Rio Tinto (RIO) in Q4 2023, closing a stake of 13 shares — an estimated $827 sold.

LGT Financial Advisors first reported a position in RIO in Q3 2023 and held it in 1 quarter. The position peaked at $827 in Q3 2023. 770 funds tracked by Wall St. Rank hold RIO as of Q4 2023.

LGT Financial Advisors reported no remaining Rio Tinto position as of Q4 2023 after selling out during the quarter.
LGT Financial Advisors sold 13 Rio Tinto shares in Q4 2023, an estimated $827.
LGT Financial Advisors first reported a position in Rio Tinto in Q3 2023 and held it in 1 quarter.
LGT Financial Advisors's Rio Tinto position peaked at $827 in Q3 2023.
770 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.