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Source Financial Advisors’s Rio Tinto RIO Stock Holding History

Source 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
2023
Q1 		– Sell
-4,244
Closed -$302K – 129
2022
Q4 		$302K Sell
4,244
-38
-0.9% -$2.39K 0.11% 100
2022
Q3 		$236K Sell
4,282
-301
-7% -$17.3K 0.09% 101
2022
Q2 		$280K Buy
4,583
+162
+4% +$11.6K 0.11% 99
2022
Q1 		$355K Buy
+4,421
New +$336K 0.1% 92

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Source Financial Advisors's RIO Position: Q1 2023 in Review

Source Financial Advisors sold out of Rio Tinto (RIO) in Q1 2023, closing a stake of 4,244 shares — an estimated $302K sold.

Source Financial Advisors first reported a position in RIO in Q1 2022 and held it in 4 quarters. The position peaked at $355K in Q1 2022. 722 funds tracked by Wall St. Rank hold RIO as of Q1 2023.

  • Source Financial Advisors reported no remaining Rio Tinto position as of Q1 2023 after selling out during the quarter.
  • Source Financial Advisors sold 4,244 Rio Tinto shares in Q1 2023, an estimated $302K.
  • Source Financial Advisors first reported a position in Rio Tinto in Q1 2022 and held it in 4 quarters.
  • Source Financial Advisors's Rio Tinto position peaked at $355K in Q1 2022.
  • 722 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2023.

Based on Source Financial Advisors's 13F filing for Q1 2023, filed 20 Apr 2023.