Stonebridge Capital Advisors’s Rio Tinto RIO Stock Holding History

Stonebridge Capital 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	-331	Closed	-$21.1K	–	703
2023 Q3	$21.1K	Hold	331	–	–	﹤0.01%	495
2023 Q2	$21.1K	Hold	331	–	–	﹤0.01%	510
2023 Q1	$22.7K	Hold	331	–	–	﹤0.01%	492
2022 Q4	$23.6K	Hold	331	–	–	﹤0.01%	469
2022 Q3	$18K	Hold	331	–	–	﹤0.01%	491
2022 Q2	$20K	Sell	331 -88	-21%	-$6.31K	﹤0.01%	495
2022 Q1	$34K	Hold	419	–	–	﹤0.01%	449
2021 Q4	$28K	Hold	419	–	–	﹤0.01%	457
2021 Q3	$28K	Sell	419 -419	-50%	-$32.7K	﹤0.01%	432
2021 Q2	$68K	Buy	838 +419	+100%	+$36K	﹤0.01%	406
2021 Q1	$33K	Buy	+419	New	+$34.4K	﹤0.01%	417
2020 Q3	–	Sell	-419	Closed	-$24K	–	589
2020 Q2	$24K	Hold	419	–	–	﹤0.01%	378
2020 Q1	$19K	Sell	419 -52	-11%	-$2.67K	﹤0.01%	396
2019 Q4	$28K	Buy	471 +140	+42%	+$7.59K	﹤0.01%	406
2019 Q3	$17K	Hold	331	–	–	﹤0.01%	477
2019 Q2	$21K	Buy	+331	New	+$19.8K	﹤0.01%	448

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 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 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