Surience Private Wealth’s Rio Tinto RIO Stock Holding History

Surience Private 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 Q1	–	Sell	-44,505	Closed	-$3.17M	–	25
2022 Q4	$3.17M	Buy	44,505 +12,579	+39%	+$790K	4.2%	10
2022 Q3	$1.76M	Buy	+31,926	New	+$1.84M	4.52%	8

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Surience Private Wealth's RIO Position: Q1 2023 in Review

Surience Private Wealth sold out of Rio Tinto (RIO) in Q1 2023, closing a stake of 44,505 shares — an estimated $3.17M sold.

Surience Private Wealth first reported a position in RIO in Q3 2022 and held it in 2 quarters. The position peaked at $3.17M in Q4 2022. 722 funds tracked by Wall St. Rank hold RIO as of Q1 2023.

Surience Private Wealth reported no remaining Rio Tinto position as of Q1 2023 after selling out during the quarter.
Surience Private Wealth sold 44,505 Rio Tinto shares in Q1 2023, an estimated $3.17M.
Surience Private Wealth first reported a position in Rio Tinto in Q3 2022 and held it in 2 quarters.
Surience Private Wealth's Rio Tinto position peaked at $3.17M in Q4 2022.
722 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2023.

Based on Surience Private Wealth's 13F filing for Q1 2023, filed 4 May 2023.