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Stone Summit Wealth’s Rio Tinto RIO Stock Holding History

Stone Summit Wealth’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
-3,306
Closed -$211K – 140
2023
Q2 		$211K Sell
3,306
-265
-7% -$17K 0.09% 134
2023
Q1 		$245K Buy
3,571
+660
+23% +$47.9K 0.11% 124
2022
Q4 		$207K Buy
+2,911
New +$183K 0.1% 128

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Stone Summit Wealth's RIO Position: Q3 2023 in Review

Stone Summit Wealth sold out of Rio Tinto (RIO) in Q3 2023, closing a stake of 3,306 shares — an estimated $211K sold.

Stone Summit Wealth first reported a position in RIO in Q4 2022 and held it in 3 quarters. The position peaked at $245K in Q1 2023. 713 funds tracked by Wall St. Rank hold RIO as of Q3 2023.

  • Stone Summit Wealth reported no remaining Rio Tinto position as of Q3 2023 after selling out during the quarter.
  • Stone Summit Wealth sold 3,306 Rio Tinto shares in Q3 2023, an estimated $211K.
  • Stone Summit Wealth first reported a position in Rio Tinto in Q4 2022 and held it in 3 quarters.
  • Stone Summit Wealth's Rio Tinto position peaked at $245K in Q1 2023.
  • 713 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2023.

Based on Stone Summit Wealth's 13F filing for Q3 2023, filed 25 Oct 2023.