NF
RIO icon

Norwood Financial’s Rio Tinto RIO Stock Holding History

Norwood 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
2024
Q1 		$12.7K Hold
200
– – 0.02% 235
2023
Q4 		$14.9K Hold
200
– – 0.02% 208
2023
Q3 		$12.7K Hold
200
– – 0.02% 213
2023
Q2 		$12.8K Hold
200
– – 0.02% 214
2023
Q1 		$13.7K Hold
200
– – 0.02% 203
2022
Q4 		$14.2K Hold
200
– – 0.02% 199
2022
Q3 		$11K Hold
200
– – 0.02% 207
2022
Q2 		$12K Hold
200
– – 0.02% 200
2022
Q1 		$16K Hold
200
– – 0.02% 191
2021
Q4 		$13K Buy
+200
New +$12.9K 0.02% 209

Other funds holding RIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Norwood Financial's RIO Position: Q1 2024 in Review

Norwood Financial held its Rio Tinto (RIO) position steady in Q1 2024 at 200 shares worth $12.7K. The position accounts for 0.02% of the portfolio, ranked #235.

Norwood Financial first reported a position in RIO in Q4 2021 and has held it in 10 quarters since. The position peaked at $16K in Q1 2022. 752 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

  • Norwood Financial held 200 shares of Rio Tinto worth $12.7K as of Q1 2024.
  • Norwood Financial left its Rio Tinto share count unchanged in Q1 2024.
  • Rio Tinto made up 0.02% of Norwood Financial's portfolio in Q1 2024, its #235 holding.
  • Norwood Financial first reported a position in Rio Tinto in Q4 2021 and has held it in 10 quarters since.
  • Norwood Financial's Rio Tinto position peaked at $16K in Q1 2022.
  • 752 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.