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Provence Wealth Management Group’s Rio Tinto RIO Stock Holding History

Provence Wealth Management Group’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
Q4 		$13K Hold
175
– – 0.01% 296
2023
Q3 		$11.1K Buy
+175
New +$11.2K 0.01% 297

Other funds holding RIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Provence Wealth Management Group's RIO Position: Q4 2023 in Review

Provence Wealth Management Group held its Rio Tinto (RIO) position steady in Q4 2023 at 175 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #296.

Provence Wealth Management Group first reported a position in RIO in Q3 2023 and has held it in 2 quarters since. 771 funds tracked by Wall St. Rank hold RIO as of Q4 2023.

  • Provence Wealth Management Group held 175 shares of Rio Tinto worth $13K as of Q4 2023.
  • Provence Wealth Management Group left its Rio Tinto share count unchanged in Q4 2023.
  • Rio Tinto made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #296 holding.
  • Provence Wealth Management Group first reported a position in Rio Tinto in Q3 2023 and has held it in 2 quarters since.
  • 771 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.