WFA of San Diego’s Rio Tinto RIO Stock Holding History

WFA of San Diego’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	-500	Closed	-$35.6K	–	342
2022 Q4	$35.6K	Buy	+500	New	+$31.4K	0.03%	223

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

WFA of San Diego's RIO Position: Q1 2023 in Review

WFA of San Diego sold out of Rio Tinto (RIO) in Q1 2023, closing a stake of 500 shares — an estimated $35.6K sold.

WFA of San Diego first reported a position in RIO in Q4 2022 and held it in 1 quarter. The position peaked at $35.6K in Q4 2022. 722 funds tracked by Wall St. Rank hold RIO as of Q1 2023.

WFA of San Diego reported no remaining Rio Tinto position as of Q1 2023 after selling out during the quarter.
WFA of San Diego sold 500 Rio Tinto shares in Q1 2023, an estimated $35.6K.
WFA of San Diego first reported a position in Rio Tinto in Q4 2022 and held it in 1 quarter.
WFA of San Diego's Rio Tinto position peaked at $35.6K in Q4 2022.
722 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2023.

Based on WFA of San Diego's 13F filing for Q1 2023, filed 17 Apr 2023.