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Syverson Strege & Co’s Rio Tinto RIO Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-292
Closed -$20K – 496
2023
Q1 		$20K Buy
+292
New +$21.2K 0.01% 189
2021
Q4 		– Sell
-113
Closed -$8K – 446
2021
Q3 		$8K Buy
+113
New +$8.82K 0.01% 270

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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

Syverson Strege & Co's RIO Position: Q2 2023 in Review

Syverson Strege & Co sold out of Rio Tinto (RIO) in Q2 2023, closing a stake of 292 shares — an estimated $20K sold.

Syverson Strege & Co first reported a position in RIO in Q3 2021 and held it in 2 quarters. The position peaked at $20K in Q1 2023. 710 funds tracked by Wall St. Rank hold RIO as of Q2 2023.

  • Syverson Strege & Co reported no remaining Rio Tinto position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 292 Rio Tinto shares in Q2 2023, an estimated $20K.
  • Syverson Strege & Co first reported a position in Rio Tinto in Q3 2021 and held it in 2 quarters.
  • Syverson Strege & Co's Rio Tinto position peaked at $20K in Q1 2023.
  • 710 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.