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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pasadena Private Wealth's RIO Position: Q1 2023 in Review

Pasadena Private Wealth sold out of Rio Tinto (RIO) in Q1 2023, closing a stake of 4,714 shares — an estimated $336K sold.

Pasadena Private Wealth first reported a position in RIO in Q3 2021 and held it in 6 quarters. The position peaked at $336K in Q4 2022. 721 funds tracked by Wall St. Rank hold RIO as of Q1 2023.

Pasadena Private Wealth reported no remaining Rio Tinto position as of Q1 2023 after selling out during the quarter.
Pasadena Private Wealth sold 4,714 Rio Tinto shares in Q1 2023, an estimated $336K.
Pasadena Private Wealth first reported a position in Rio Tinto in Q3 2021 and held it in 6 quarters.
Pasadena Private Wealth's Rio Tinto position peaked at $336K in Q4 2022.
721 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2023.

Based on Pasadena Private Wealth's 13F filing for Q1 2023, filed 20 Apr 2023.