WMS Partners’s Rio Tinto RIO Stock Holding History

WMS Partners’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 Q3	–	Sell	-3,500	Closed	-$214K	–	279
2022 Q2	$214K	Buy	+3,500	New	+$251K	0.03%	223

Other funds holding RIO

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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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WMS Partners's RIO Position: Q3 2022 in Review

WMS Partners sold out of Rio Tinto (RIO) in Q3 2022, closing a stake of 3,500 shares — an estimated $214K sold.

WMS Partners first reported a position in RIO in Q2 2022 and held it in 1 quarter. The position peaked at $214K in Q2 2022. 633 funds tracked by Wall St. Rank hold RIO as of Q3 2022.

WMS Partners reported no remaining Rio Tinto position as of Q3 2022 after selling out during the quarter.
WMS Partners sold 3,500 Rio Tinto shares in Q3 2022, an estimated $214K.
WMS Partners first reported a position in Rio Tinto in Q2 2022 and held it in 1 quarter.
WMS Partners's Rio Tinto position peaked at $214K in Q2 2022.
633 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2022.

Based on WMS Partners's 13F filing for Q3 2022, filed 8 Nov 2022.