Walter & Keenan Wealth Management’s Rio Tinto RIO Stock Holding History

Walter & Keenan Wealth Management’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	-3,000	Closed	-$214K	–	154
2022 Q4	$214K	Sell	3,000 -1,500	-33%	-$94.2K	0.08%	138
2022 Q3	$248K	Hold	4,500	–	–	0.11%	126
2022 Q2	$275K	Buy	4,500 +600	+15%	+$43K	0.11%	124
2022 Q1	$314K	Buy	+3,900	New	+$296K	0.11%	121

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

Walter & Keenan Wealth Management's RIO Position: Q1 2023 in Review

Walter & Keenan Wealth Management sold out of Rio Tinto (RIO) in Q1 2023, closing a stake of 3,000 shares — an estimated $214K sold.

Walter & Keenan Wealth Management first reported a position in RIO in Q1 2022 and held it in 4 quarters. The position peaked at $314K in Q1 2022. 722 funds tracked by Wall St. Rank hold RIO as of Q1 2023.

Walter & Keenan Wealth Management reported no remaining Rio Tinto position as of Q1 2023 after selling out during the quarter.
Walter & Keenan Wealth Management sold 3,000 Rio Tinto shares in Q1 2023, an estimated $214K.
Walter & Keenan Wealth Management first reported a position in Rio Tinto in Q1 2022 and held it in 4 quarters.
Walter & Keenan Wealth Management's Rio Tinto position peaked at $314K in Q1 2022.
722 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2023.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.