Rise Advisors’s Rio Tinto RIO Stock Holding History

Rise 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	-22	Closed	-$1.54K	–	777
2023 Q1	$1.54K	Hold	22	–	–	﹤0.01%	602
2022 Q4	$1.59K	Hold	22	–	–	﹤0.01%	597
2022 Q3	$1K	Buy	22 +1	+5%	+$58	﹤0.01%	668
2022 Q2	$1K	Buy	21 +1	+5%	+$72	﹤0.01%	667
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	553
2021 Q4	$1.34K	Buy	+20	New	+$1.29K	﹤0.01%	578

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rise Advisors's RIO Position: Q2 2023 in Review

Rise Advisors sold out of Rio Tinto (RIO) in Q2 2023, closing a stake of 22 shares — an estimated $1.54K sold.

Rise Advisors first reported a position in RIO in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 710 funds tracked by Wall St. Rank hold RIO as of Q2 2023.

Rise Advisors reported no remaining Rio Tinto position as of Q2 2023 after selling out during the quarter.
Rise Advisors sold 22 Rio Tinto shares in Q2 2023, an estimated $1.54K.
Rise Advisors first reported a position in Rio Tinto in Q4 2021 and held it in 6 quarters.
Rise Advisors's Rio Tinto position peaked at $2K in Q1 2022.
710 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.