American Trust Investment Advisors’s Rio Tinto RIO Stock Holding History

American Trust Investment Advisors’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
2025 Q2	–	Sell	-13,970	Closed	-$839K	–	95
2025 Q1	$839K	Buy	13,970 +3,290	+31%	+$203K	0.35%	59
2024 Q4	$628K	Buy	10,680 +2,765	+35%	+$177K	0.26%	70
2024 Q3	$563K	Buy	+7,915	New	+$508K	0.23%	66
2021 Q3	–	Sell	-4,377	Closed	-$367K	–	90
2021 Q2	$367K	Hold	4,377	–	–	0.2%	63
2021 Q1	$340K	Hold	4,377	–	–	0.2%	62
2020 Q4	$329K	Hold	4,377	–	–	0.2%	60
2020 Q3	$264K	Hold	4,377	–	–	0.19%	60
2020 Q2	$246K	Buy	+4,377	New	+$222K	0.2%	53
2020 Q1	–	Sell	-4,377	Closed	-$260K	–	73
2019 Q4	$260K	Hold	4,377	–	–	0.19%	60
2019 Q3	$228K	Hold	4,377	–	–	0.18%	68
2019 Q2	$273K	Sell	4,377 -695	-14%	-$41.6K	0.21%	55
2019 Q1	$298K	Hold	5,072	–	–	0.23%	53
2018 Q4	$246K	Hold	5,072	–	–	0.22%	58
2018 Q3	$259K	Hold	5,072	–	–	0.2%	60
2018 Q2	$281K	Hold	5,072	–	–	0.23%	58
2018 Q1	$261K	Hold	5,072	–	–	0.21%	62
2017 Q4	$268K	Hold	5,072	–	–	0.21%	66
2017 Q3	$239K	Hold	5,072	–	–	0.21%	63
2017 Q2	$215K	Hold	5,072	–	–	0.19%	73
2017 Q1	$206K	Buy	+5,072	New	+$216K	0.19%	72

Other funds holding RIO

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Trust Investment Advisors's RIO Position: Q2 2025 in Review

American Trust Investment Advisors sold out of Rio Tinto (RIO) in Q2 2025, closing a stake of 13,970 shares — an estimated $839K sold.

American Trust Investment Advisors first reported a position in RIO in Q1 2017 and held it in 20 quarters. The position peaked at $839K in Q1 2025. 743 funds tracked by Wall St. Rank hold RIO as of Q2 2025.

American Trust Investment Advisors reported no remaining Rio Tinto position as of Q2 2025 after selling out during the quarter.
American Trust Investment Advisors sold 13,970 Rio Tinto shares in Q2 2025, an estimated $839K.
American Trust Investment Advisors first reported a position in Rio Tinto in Q1 2017 and held it in 20 quarters.
American Trust Investment Advisors's Rio Tinto position peaked at $839K in Q1 2025.
743 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2025.

Based on American Trust Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.