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Minot Wealth Management’s Rio Tinto RIO Stock Holding History

Minot 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 		$359K Sell
5,888
-7,427
-56% -$532K 0.09% 130
2022
Q1 		$1.07M Buy
13,315
+8,815
+196% +$669K 0.23% 82
2021
Q4 		$301K Buy
+4,500
New +$291K 0.06% 162

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Minot Wealth Management's RIO Position: Q2 2022 in Review

Minot Wealth Management reduced its Rio Tinto (RIO) stake by 56% in Q2 2022, selling an estimated $532K and leaving 5,888 shares worth $359K. The position accounts for 0.09% of the portfolio, ranked #130.

Minot Wealth Management first reported a position in RIO in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.07M in Q1 2022. 660 funds tracked by Wall St. Rank hold RIO as of Q2 2022.

  • Minot Wealth Management held 5,888 shares of Rio Tinto worth $359K as of Q2 2022.
  • Minot Wealth Management sold 7,427 Rio Tinto shares in Q2 2022, an estimated $532K.
  • Rio Tinto made up 0.09% of Minot Wealth Management's portfolio in Q2 2022, its #130 holding.
  • Minot Wealth Management first reported a position in Rio Tinto in Q4 2021 and has held it in 3 quarters since.
  • Minot Wealth Management's Rio Tinto position peaked at $1.07M in Q1 2022.
  • 660 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.