Pasadena Private Wealth’s Rio Tinto RIO Stock Holding History

Pasadena Private Wealth’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	-4,714	Closed	-$336K	–	118
2022 Q4	$336K	Buy	4,714 +41	+0.9%	+$2.58K	0.1%	66
2022 Q3	$257K	Buy	4,673 +1,273	+37%	+$73.4K	0.09%	67
2022 Q2	$207K	Buy	3,400 +55	+2%	+$3.94K	0.07%	75
2022 Q1	$269K	Sell	3,345 -740	-18%	-$56.2K	0.09%	70
2021 Q4	$273K	Buy	4,085 +390	+11%	+$25.2K	0.09%	82
2021 Q3	$247K	Buy	+3,695	New	+$288K	0.09%	70

Other funds holding RIO

Fisher Asset Management

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

Wellington Management Group

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

Neuberger Berman Group

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

Franklin Resources

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

Arrowstreet Capital

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

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