Safeguard Financial’s Rio Tinto RIO Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-402	Closed	-$25K	–	441
2023 Q2	$25K	Buy	+402	New	+$25.8K	0.01%	237

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

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

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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Safeguard Financial's RIO Position: Q3 2023 in Review

Safeguard Financial sold out of Rio Tinto (RIO) in Q3 2023, closing a stake of 402 shares — an estimated $25K sold.

Safeguard Financial first reported a position in RIO in Q2 2023 and held it in 1 quarter. The position peaked at $25K in Q2 2023. 713 funds tracked by Wall St. Rank hold RIO as of Q3 2023.

Safeguard Financial reported no remaining Rio Tinto position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 402 Rio Tinto shares in Q3 2023, an estimated $25K.
Safeguard Financial first reported a position in Rio Tinto in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Rio Tinto position peaked at $25K in Q2 2023.
713 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.