Pathstone Family Office’s Rio Tinto RIO Stock Holding History

Pathstone Family Office’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 Q3	$235K	Buy	+3,700	New	+$236K	﹤0.01%	1418
2023 Q2	–	Sell	-2,993	Closed	-$201K	–	1303
2023 Q1	$201K	Sell	2,993 -2,575	-46%	-$187K	﹤0.01%	1094
2022 Q4	$386K	Sell	5,568 -444	-7%	-$27.9K	﹤0.01%	1197
2022 Q3	$331K	Buy	6,012 +2,345	+64%	+$135K	﹤0.01%	1199
2022 Q2	$223K	Sell	3,667 -156	-4%	-$11.2K	﹤0.01%	916
2022 Q1	$320K	Sell	3,823 -1,284	-25%	-$97.5K	0.01%	723
2021 Q4	$342K	Buy	5,107 +1,396	+38%	+$90.4K	0.01%	670
2021 Q3	$249K	Buy	+3,711	New	+$290K	0.01%	735
2021 Q1	–	Sell	-2,000	Closed	-$150K	–	1197
2020 Q4	$150K	Buy	+2,000	New	+$131K	0.01%	315
2018 Q2	–	Sell	-7	Closed	–	–	294
2018 Q1	$0	Buy	+7	New	+$382	﹤0.01%	381

Other funds holding RIO

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Pathstone Family Office's RIO Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Rio Tinto (RIO) in Q3 2023: 3,700 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #1418 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in RIO as recently as Q1 2023.

Pathstone Family Office first reported a position in RIO in Q1 2018 and has held it in 10 quarters since. The position peaked at $386K in Q4 2022. 713 funds tracked by Wall St. Rank hold RIO as of Q3 2023.

Pathstone Family Office held 3,700 shares of Rio Tinto worth $235K as of Q3 2023.
Rio Tinto was a new Pathstone Family Office position in Q3 2023.
Rio Tinto made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1418 holding.
Pathstone Family Office first reported a position in Rio Tinto in Q1 2018 and has held it in 10 quarters since.
Pathstone Family Office's Rio Tinto position peaked at $386K in Q4 2022.
713 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.