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SRH Advisors’s Rio Tinto RIO Stock Holding History

SRH 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
Q4 		– Sell
-135
Closed -$8.59K – 304
2023
Q3 		$8.59K Buy
+135
New +$8.61K ﹤0.01% 207
2023
Q1 		– Sell
-115
Closed -$8K – 297
2022
Q4 		$8K Buy
115
+100
+667% +$6.28K ﹤0.01% 217
2022
Q3 		$1K Buy
+15
New +$864 ﹤0.01% 308

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SRH Advisors's RIO Position: Q4 2023 in Review

SRH Advisors sold out of Rio Tinto (RIO) in Q4 2023, closing a stake of 135 shares — an estimated $8.59K sold.

SRH Advisors first reported a position in RIO in Q3 2022 and held it in 3 quarters. The position peaked at $8.59K in Q3 2023. 770 funds tracked by Wall St. Rank hold RIO as of Q4 2023.

  • SRH Advisors reported no remaining Rio Tinto position as of Q4 2023 after selling out during the quarter.
  • SRH Advisors sold 135 Rio Tinto shares in Q4 2023, an estimated $8.59K.
  • SRH Advisors first reported a position in Rio Tinto in Q3 2022 and held it in 3 quarters.
  • SRH Advisors's Rio Tinto position peaked at $8.59K in Q3 2023.
  • 770 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2023.

Based on SRH Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.