M Holdings Securities’s Rio Tinto RIO Stock Holding History

M Holdings Securities’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 Q1	–	Sell	-3,047	Closed	-$217K	–	560
2022 Q4	$217K	Buy	+3,047	New	+$191K	0.02%	406
2022 Q2	–	Sell	-2,851	Closed	-$229K	–	504
2022 Q1	$229K	Buy	+2,851	New	+$216K	0.02%	451

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

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

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

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

M Holdings Securities's RIO Position: Q1 2023 in Review

M Holdings Securities sold out of Rio Tinto (RIO) in Q1 2023, closing a stake of 3,047 shares — an estimated $217K sold.

M Holdings Securities first reported a position in RIO in Q1 2022 and held it in 2 quarters. The position peaked at $229K in Q1 2022. 722 funds tracked by Wall St. Rank hold RIO as of Q1 2023.

M Holdings Securities reported no remaining Rio Tinto position as of Q1 2023 after selling out during the quarter.
M Holdings Securities sold 3,047 Rio Tinto shares in Q1 2023, an estimated $217K.
M Holdings Securities first reported a position in Rio Tinto in Q1 2022 and held it in 2 quarters.
M Holdings Securities's Rio Tinto position peaked at $229K in Q1 2022.
722 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2023.

Based on M Holdings Securities's 13F filing for Q1 2023, filed 16 May 2023.