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Okabena Investment Services’s Rio Tinto RIO Stock Holding History

Okabena Investment Services’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
Q2 		– Sell
-18
Closed -$1.24K – 224
2023
Q1 		$1.24K Hold
18
– – ﹤0.01% 189
2022
Q4 		$1.33K Buy
+18
New +$1.13K ﹤0.01% 206
2022
Q2 		– Sell
-176
Closed -$15K – 188
2022
Q1 		$15K Hold
176
– – 0.01% 163
2021
Q4 		$12K Buy
+176
New +$11.4K ﹤0.01% 183

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Okabena Investment Services's RIO Position: Q2 2023 in Review

Okabena Investment Services sold out of Rio Tinto (RIO) in Q2 2023, closing a stake of 18 shares — an estimated $1.24K sold.

Okabena Investment Services first reported a position in RIO in Q4 2021 and held it in 4 quarters. The position peaked at $15K in Q1 2022. 710 funds tracked by Wall St. Rank hold RIO as of Q2 2023.

  • Okabena Investment Services reported no remaining Rio Tinto position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 18 Rio Tinto shares in Q2 2023, an estimated $1.24K.
  • Okabena Investment Services first reported a position in Rio Tinto in Q4 2021 and held it in 4 quarters.
  • Okabena Investment Services's Rio Tinto position peaked at $15K in Q1 2022.
  • 710 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.