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Sutton Wealth Advisors’s Rio Tinto RIO Stock Holding History

Sutton Wealth 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
Q3 		$28.9K Hold
454
– – 0.01% 299
2023
Q2 		$29K Buy
+454
New +$29.2K 0.01% 294

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

Sutton Wealth Advisors's RIO Position: Q3 2023 in Review

Sutton Wealth Advisors held its Rio Tinto (RIO) position steady in Q3 2023 at 454 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #299.

Sutton Wealth Advisors first reported a position in RIO in Q2 2023 and has held it in 2 quarters since. The position peaked at $29K in Q2 2023. 714 funds tracked by Wall St. Rank hold RIO as of Q3 2023.

  • Sutton Wealth Advisors held 454 shares of Rio Tinto worth $28.9K as of Q3 2023.
  • Sutton Wealth Advisors left its Rio Tinto share count unchanged in Q3 2023.
  • Rio Tinto made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #299 holding.
  • Sutton Wealth Advisors first reported a position in Rio Tinto in Q2 2023 and has held it in 2 quarters since.
  • Sutton Wealth Advisors's Rio Tinto position peaked at $29K in Q2 2023.
  • 714 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.