TrustCore Financial Services’s Rio Tinto RIO Stock Holding History

TrustCore Financial Services’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
2022 Q4	$8.9K	Buy	125 +100	+400%	+$6.28K	﹤0.01%	743
2022 Q3	$1K	Sell	25 -363	-94%	-$20.9K	﹤0.01%	1013
2022 Q2	$24K	Buy	388 +92	+31%	+$6.59K	﹤0.01%	603
2022 Q1	$24K	Sell	296 -309	-51%	-$23.5K	﹤0.01%	622
2021 Q4	$40K	Sell	605 -47	-7%	-$3.04K	﹤0.01%	488
2021 Q3	$44K	Buy	652 +78	+14%	+$6.09K	﹤0.01%	503
2021 Q2	$48K	Buy	574 +483	+531%	+$41.5K	0.01%	473
2021 Q1	$7K	Sell	91 -254	-74%	-$20.8K	﹤0.01%	751
2020 Q4	$26K	Buy	345 +320	+1,280%	+$21K	﹤0.01%	515
2020 Q3	$2K	Buy	+25	New	+$1.53K	﹤0.01%	775
2019 Q2	–	Sell	-35	Closed	-$2K	–	934
2019 Q1	$2K	Buy	+35	New	+$1.92K	﹤0.01%	780
2018 Q4	–	Sell	-120	Closed	-$6K	–	705
2018 Q3	$6K	Hold	120	–	–	﹤0.01%	645
2018 Q2	$7K	Hold	120	–	–	﹤0.01%	627
2018 Q1	$6K	Hold	120	–	–	﹤0.01%	572
2017 Q4	$6K	Buy	+120	New	+$5.86K	﹤0.01%	554

Other funds holding RIO

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TrustCore Financial Services's RIO Position: Q4 2022 in Review

TrustCore Financial Services increased its Rio Tinto (RIO) stake by 400% in Q4 2022, buying an estimated $6.28K and bringing the position to 125 shares worth $8.9K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

TrustCore Financial Services first reported a position in RIO in Q4 2017 and has held it in 15 quarters since. The position peaked at $48K in Q2 2021. 683 funds tracked by Wall St. Rank hold RIO as of Q4 2022.

TrustCore Financial Services held 125 shares of Rio Tinto worth $8.9K as of Q4 2022.
TrustCore Financial Services bought 100 Rio Tinto shares in Q4 2022, an estimated $6.28K.
Rio Tinto made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #743 holding.
TrustCore Financial Services first reported a position in Rio Tinto in Q4 2017 and has held it in 15 quarters since.
TrustCore Financial Services's Rio Tinto position peaked at $48K in Q2 2021.
683 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.