NFG
RIO icon

Next Financial Group’s Rio Tinto RIO Stock Holding History

Next Financial Group’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
2021
Q4 		$164K Sell
2,447
-1,818
-43% -$118K 0.01% 973
2021
Q3 		$286K Buy
4,265
+403
+10% +$31.4K 0.02% 683
2021
Q2 		$324K Buy
3,862
+1,249
+48% +$107K 0.03% 643
2021
Q1 		$203K Buy
2,613
+1,585
+154% +$130K 0.02% 772
2020
Q4 		$78K Buy
1,028
+170
+20% +$11.2K 0.01% 1045
2020
Q3 		$52K Buy
+858
New +$52.6K 0.01% 1097
2020
Q2 		– Sell
-522
Closed -$24K – 1622
2020
Q1 		$24K Sell
522
-2,062
-80% -$106K ﹤0.01% 1209
2019
Q4 		$153K Sell
2,584
-69
-3% -$3.74K 0.02% 785
2019
Q3 		$138K Sell
2,653
-30
-1% -$1.63K 0.02% 805
2019
Q2 		$167K Buy
2,683
+386
+17% +$23.1K 0.02% 735
2019
Q1 		$140K Sell
2,297
-3,756
-62% -$207K 0.04% 448
2018
Q4 		$293K Sell
6,053
-1,723
-22% -$84.1K 0.06% 308
2018
Q3 		$397K Sell
7,776
-334
-4% -$17K 0.18% 116
2018
Q2 		$450K Sell
8,110
-1,813
-18% -$102K 0.17% 149
2018
Q1 		$511K Buy
9,923
+250
+3% +$13.6K 0.11% 207
2017
Q4 		$512K Sell
9,673
-157
-2% -$7.66K 0.22% 131
2017
Q3 		$492K Sell
9,830
-2,109
-18% -$98K 0.14% 169
2017
Q2 		$505K Buy
11,939
+437
+4% +$17.5K 0.12% 183
2017
Q1 		$458K Buy
11,502
+2,448
+27% +$104K 0.13% 178
2016
Q4 		$348K Sell
9,054
-6,520
-42% -$239K 0.06% 327
2016
Q3 		$520K Buy
15,574
+9,530
+158% +$304K 0.09% 233
2016
Q2 		$189K Buy
6,044
+5,484
+979% +$164K 0.06% 316
2016
Q1 		$15K Sell
560
-50
-8% -$1.33K 0.01% 1037
2015
Q4 		$17K Sell
610
-300
-33% -$10.1K 0.01% 991
2015
Q3 		$30K Hold
910
– – 0.01% 816
2015
Q2 		$37K Buy
910
+270
+42% +$11.9K 0.01% 778
2015
Q1 		$26K Sell
640
-610
-49% -$27.6K 0.01% 891
2014
Q4 		$58K Sell
1,250
-560
-31% -$26.4K 0.02% 612
2014
Q3 		$89K Buy
+1,810
New +$100K 0.02% 694

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Next Financial Group's RIO Position: Q4 2021 in Review

Next Financial Group reduced its Rio Tinto (RIO) stake by 43% in Q4 2021, selling an estimated $118K and leaving 2,447 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #973.

Next Financial Group first reported a position in RIO in Q3 2014 and has held it in 29 quarters since. The position peaked at $520K in Q3 2016. 604 funds tracked by Wall St. Rank hold RIO as of Q4 2021.

  • Next Financial Group held 2,447 shares of Rio Tinto worth $164K as of Q4 2021.
  • Next Financial Group sold 1,818 Rio Tinto shares in Q4 2021, an estimated $118K.
  • Rio Tinto made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #973 holding.
  • Next Financial Group first reported a position in Rio Tinto in Q3 2014 and has held it in 29 quarters since.
  • Next Financial Group's Rio Tinto position peaked at $520K in Q3 2016.
  • 604 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.