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Resurgent Financial Advisors’s Rio Tinto RIO Stock Holding History

Resurgent Financial 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
2024
Q2 		– Sell
-3,851
Closed -$245K – 200
2024
Q1 		$245K Buy
3,851
+2,220
+136% +$149K 0.13% 158
2023
Q4 		$121K Buy
1,631
+300
+23% +$20.1K 0.07% 227
2023
Q3 		$84.7K Sell
1,331
-23
-2% -$1.47K 0.06% 250
2023
Q2 		$86.4K Buy
1,354
+220
+19% +$14.1K 0.06% 254
2023
Q1 		$77.8K Sell
1,134
-900
-44% -$65.3K 0.05% 261
2022
Q4 		$145K Buy
+2,034
New +$128K 0.08% 250

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Resurgent Financial Advisors's RIO Position: Q2 2024 in Review

Resurgent Financial Advisors sold out of Rio Tinto (RIO) in Q2 2024, closing a stake of 3,851 shares — an estimated $245K sold.

Resurgent Financial Advisors first reported a position in RIO in Q4 2022 and held it in 6 quarters. The position peaked at $245K in Q1 2024. 753 funds tracked by Wall St. Rank hold RIO as of Q2 2024.

  • Resurgent Financial Advisors reported no remaining Rio Tinto position as of Q2 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 3,851 Rio Tinto shares in Q2 2024, an estimated $245K.
  • Resurgent Financial Advisors first reported a position in Rio Tinto in Q4 2022 and held it in 6 quarters.
  • Resurgent Financial Advisors's Rio Tinto position peaked at $245K in Q1 2024.
  • 753 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2024.

Based on Resurgent Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.