Private Ocean’s Rio Tinto RIO Stock Holding History

Private Ocean’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 Q4	–	Sell	-160	Closed	-$8K	–	619
2022 Q3	$8K	Buy	160 +156	+3,900%	+$8.99K	﹤0.01%	399
2022 Q2	$0	Hold	4	–	–	﹤0.01%	626
2022 Q1	$0	Buy	+4	New	+$304	﹤0.01%	693

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Private Ocean's RIO Position: Q4 2022 in Review

Private Ocean sold out of Rio Tinto (RIO) in Q4 2022, closing a stake of 160 shares — an estimated $8K sold.

Private Ocean first reported a position in RIO in Q1 2022 and held it in 3 quarters. The position peaked at $8K in Q3 2022. 682 funds tracked by Wall St. Rank hold RIO as of Q4 2022.

Private Ocean reported no remaining Rio Tinto position as of Q4 2022 after selling out during the quarter.
Private Ocean sold 160 Rio Tinto shares in Q4 2022, an estimated $8K.
Private Ocean first reported a position in Rio Tinto in Q1 2022 and held it in 3 quarters.
Private Ocean's Rio Tinto position peaked at $8K in Q3 2022.
682 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2022.

Based on Private Ocean's 13F filing for Q4 2022, filed 2 Feb 2023.