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Regent Investment Management’s Rio Tinto RIO Stock Holding History

Regent Investment Management’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 		$608K Sell
8,540
-200
-2% -$12.6K 0.16% 120
2022
Q3 		$481K Hold
8,740
– – 0.14% 127
2022
Q2 		$533K Hold
8,740
– – 0.15% 122
2022
Q1 		$703K Sell
8,740
-400
-4% -$30.4K 0.16% 118
2021
Q4 		$612K Sell
9,140
-400
-4% -$25.9K 0.13% 128
2021
Q3 		$637K Hold
9,540
– – 0.15% 125
2021
Q2 		$800K Sell
9,540
-150
-2% -$12.9K 0.19% 109
2021
Q1 		$752K Buy
9,690
+1,690
+21% +$139K 0.19% 104
2020
Q4 		$602K Hold
8,000
– – 0.17% 112
2020
Q3 		$483K Sell
8,000
-1,300
-14% -$79.7K 0.15% 118
2020
Q2 		$522K Hold
9,300
– – 0.17% 111
2020
Q1 		$424K Sell
9,300
-2,400
-21% -$123K 0.17% 109
2019
Q4 		$695K Hold
11,700
– – 0.21% 113
2019
Q3 		$609K Hold
11,700
– – 0.2% 117
2019
Q2 		$729K Sell
11,700
-300
-3% -$18K 0.24% 106
2019
Q1 		$706K Sell
12,000
-2,200
-15% -$121K 0.24% 107
2018
Q4 		$688K Sell
14,200
-1,600
-10% -$78.1K 0.26% 103
2018
Q3 		$806K Sell
15,800
-300
-2% -$15.3K 0.25% 103
2018
Q2 		$893K Sell
16,100
-900
-5% -$50.4K 0.3% 92
2018
Q1 		$876K Sell
17,000
-625
-4% -$34.1K 0.3% 89
2017
Q4 		$933K Sell
17,625
-2,200
-11% -$107K 0.31% 94
2017
Q3 		$936K Sell
19,825
-2,600
-12% -$121K 0.32% 92
2017
Q2 		$949K Sell
22,425
-2,100
-9% -$84.2K 0.33% 84
2017
Q1 		$998K Buy
+24,525
New +$1.04M 0.38% 83

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Regent Investment Management's RIO Position: Q4 2022 in Review

Regent Investment Management reduced its Rio Tinto (RIO) stake by 2.3% in Q4 2022, selling an estimated $12.6K and leaving 8,540 shares worth $608K. The position accounts for 0.16% of the portfolio, ranked #120.

Regent Investment Management first reported a position in RIO in Q1 2017 and has held it in 24 quarters since. The position peaked at $998K in Q1 2017. 682 funds tracked by Wall St. Rank hold RIO as of Q4 2022.

  • Regent Investment Management held 8,540 shares of Rio Tinto worth $608K as of Q4 2022.
  • Regent Investment Management sold 200 Rio Tinto shares in Q4 2022, an estimated $12.6K.
  • Rio Tinto made up 0.16% of Regent Investment Management's portfolio in Q4 2022, its #120 holding.
  • Regent Investment Management first reported a position in Rio Tinto in Q1 2017 and has held it in 24 quarters since.
  • Regent Investment Management's Rio Tinto position peaked at $998K in Q1 2017.
  • 682 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2022.

Based on Regent Investment Management's 13F filing for Q4 2022, filed 26 Jan 2023.