YorkBridge Wealth Partners’s Rio Tinto RIO Stock Holding History

YorkBridge Wealth 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 Q4	$456K	Sell	6,411 -689	-10%	-$43.3K	0.12%	134
2022 Q3	$391K	Buy	7,100 +203	+3%	+$11.7K	0.1%	145
2022 Q2	$421K	Sell	6,897 -495	-7%	-$35.5K	0.11%	143
2022 Q1	$594K	Buy	7,392 +410	+6%	+$31.1K	0.13%	122
2021 Q4	$467K	Sell	6,982 -142	-2%	-$9.19K	0.1%	150
2021 Q3	$476K	Buy	7,124 +596	+9%	+$46.5K	0.12%	136
2021 Q2	$548K	Buy	6,528 +15	+0.2%	+$1.29K	0.14%	118
2021 Q1	$506K	Buy	6,513 +1,525	+31%	+$125K	0.15%	118
2020 Q4	$375K	Sell	4,988 -14	-0.3%	-$919	0.13%	130
2020 Q3	$302K	Buy	5,002 +208	+4%	+$12.8K	0.13%	139
2020 Q2	$269K	Buy	+4,794	New	+$243K	0.12%	142
2019 Q3	–	Sell	-2,549	Closed	-$159K	–	543
2019 Q2	$159K	Buy	+2,549	New	+$153K	0.07%	213

Other funds holding RIO

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

YorkBridge Wealth Partners's RIO Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Rio Tinto (RIO) stake by 9.7% in Q4 2022, selling an estimated $43.3K and leaving 6,411 shares worth $456K. The position accounts for 0.12% of the portfolio, ranked #134.

YorkBridge Wealth Partners first reported a position in RIO in Q2 2019 and has held it in 12 quarters since. The position peaked at $594K in Q1 2022. 682 funds tracked by Wall St. Rank hold RIO as of Q4 2022.

YorkBridge Wealth Partners held 6,411 shares of Rio Tinto worth $456K as of Q4 2022.
YorkBridge Wealth Partners sold 689 Rio Tinto shares in Q4 2022, an estimated $43.3K.
Rio Tinto made up 0.12% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #134 holding.
YorkBridge Wealth Partners first reported a position in Rio Tinto in Q2 2019 and has held it in 12 quarters since.
YorkBridge Wealth Partners's Rio Tinto position peaked at $594K in Q1 2022.
682 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.