Patriot Financial Group Insurance Agency’s Rio Tinto RIO Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-361	Closed	-$22K	–	1612
2022 Q2	$22K	Sell	361 -36	-9%	-$2.58K	﹤0.01%	976
2022 Q1	$32K	Hold	397	–	–	0.01%	919
2021 Q4	$27K	Sell	397 -14	-3%	-$906	﹤0.01%	1094
2021 Q3	$27K	Buy	411 +62	+18%	+$4.84K	﹤0.01%	1090
2021 Q2	$29K	Hold	349	–	–	0.01%	1036
2021 Q1	$27K	Buy	349 +14	+4%	+$1.15K	0.01%	989
2020 Q4	$25K	Hold	335	–	–	0.01%	904
2020 Q3	$20K	Hold	335	–	–	0.01%	797
2020 Q2	$19K	Buy	335 +9	+3%	+$456	0.01%	766
2020 Q1	$15K	Buy	+326	New	+$16.7K	0.01%	738

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

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

Patriot Financial Group Insurance Agency's RIO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Rio Tinto (RIO) in Q3 2022, closing a stake of 361 shares — an estimated $22K sold.

Patriot Financial Group Insurance Agency first reported a position in RIO in Q1 2020 and held it in 10 quarters. The position peaked at $32K in Q1 2022. 633 funds tracked by Wall St. Rank hold RIO as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Rio Tinto position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 361 Rio Tinto shares in Q3 2022, an estimated $22K.
Patriot Financial Group Insurance Agency first reported a position in Rio Tinto in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Rio Tinto position peaked at $32K in Q1 2022.
633 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.