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Regal Investment Advisors’s Rio Tinto RIO Stock Holding History

Regal Investment Advisors’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
Q2 		– Sell
-7,208
Closed -$494K – 542
2023
Q1 		$494K Buy
+7,208
New +$523K 0.04% 286
2014
Q1 		– Sell
-60
Closed -$3K – 934
2013
Q4 		$3K Sell
60
-190
-76% -$9.88K ﹤0.01% 734
2013
Q3 		$12K Buy
250
+10
+4% +$466 0.01% 572
2013
Q2 		$10K Buy
+240
New +$10.7K 0.01% 589

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 $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Regal Investment Advisors's RIO Position: Q2 2023 in Review

Regal Investment Advisors sold out of Rio Tinto (RIO) in Q2 2023, closing a stake of 7,208 shares — an estimated $494K sold.

Regal Investment Advisors first reported a position in RIO in Q2 2013 and held it in 4 quarters. The position peaked at $494K in Q1 2023. 710 funds tracked by Wall St. Rank hold RIO as of Q2 2023.

  • Regal Investment Advisors reported no remaining Rio Tinto position as of Q2 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 7,208 Rio Tinto shares in Q2 2023, an estimated $494K.
  • Regal Investment Advisors first reported a position in Rio Tinto in Q2 2013 and held it in 4 quarters.
  • Regal Investment Advisors's Rio Tinto position peaked at $494K in Q1 2023.
  • 710 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2023.

Based on Regal Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.