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Arete Wealth Advisors’s Rio Tinto RIO Stock Holding History

Arete Wealth 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
2024
Q3 		– Sell
-4,329
Closed -$285K – 804
2024
Q2 		$285K Buy
+4,329
New +$295K 0.02% 548
2024
Q1 		– Sell
-4,855
Closed -$362K – 653
2023
Q4 		$362K Sell
4,855
-854
-15% -$57.3K 0.03% 492
2023
Q3 		$363K Sell
5,709
-2,082
-27% -$133K 0.06% 305
2023
Q2 		$497K Buy
7,791
+1,622
+26% +$104K 0.04% 363
2023
Q1 		$423K Buy
6,169
+1,495
+32% +$108K 0.03% 383
2022
Q4 		$333K Sell
4,674
-179
-4% -$11.2K 0.03% 428
2022
Q3 		$267K Buy
4,853
+113
+2% +$6.51K 0.03% 435
2022
Q2 		$282K Buy
4,740
+1,306
+38% +$93.6K 0.03% 347
2022
Q1 		$276K Buy
3,434
+194
+6% +$14.7K 0.02% 400
2021
Q4 		$218K Buy
+3,240
New +$210K 0.02% 456
2021
Q2 		– Sell
-2,850
Closed -$221K – 423
2021
Q1 		$221K Sell
2,850
-486
-15% -$39.9K 0.03% 374
2020
Q4 		$256K Buy
+3,336
New +$219K 0.04% 335
2020
Q1 		– Sell
-4,136
Closed -$246K – 396
2019
Q4 		$246K Sell
4,136
-576
-12% -$31.2K 0.04% 333
2019
Q3 		$245K Buy
4,712
+61
+1% +$3.31K 0.05% 334
2019
Q2 		$290K Sell
4,651
-1,132
-20% -$67.8K 0.06% 304
2019
Q1 		$340K Sell
5,783
-6,212
-52% -$342K 0.07% 266
2018
Q4 		$582K Sell
11,995
-1,847
-13% -$90.1K 0.14% 174
2018
Q3 		$706K Sell
13,842
-284
-2% -$14.5K 0.16% 154
2018
Q2 		$784K Sell
14,126
-217
-2% -$12.2K 0.19% 140
2018
Q1 		$739K Buy
14,343
+9,092
+173% +$496K 0.25% 118
2017
Q4 		$278K Buy
+5,251
New +$256K 0.09% 251

Other funds holding RIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Arete Wealth Advisors's RIO Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Rio Tinto (RIO) in Q3 2024, closing a stake of 4,329 shares — an estimated $285K sold.

Arete Wealth Advisors first reported a position in RIO in Q4 2017 and held it in 21 quarters. The position peaked at $784K in Q2 2018. 760 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

  • Arete Wealth Advisors reported no remaining Rio Tinto position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,329 Rio Tinto shares in Q3 2024, an estimated $285K.
  • Arete Wealth Advisors first reported a position in Rio Tinto in Q4 2017 and held it in 21 quarters.
  • Arete Wealth Advisors's Rio Tinto position peaked at $784K in Q2 2018.
  • 760 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.