Atria Wealth Solutions’s Rio Tinto RIO Stock Holding History

Atria Wealth Solutions’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	$219K	Sell	3,749 -35	-0.9%	-$2.07K	﹤0.01%	1340
2025 Q1	$229K	Buy	3,784 +241	+7%	+$14.8K	﹤0.01%	1641
2024 Q4	$208K	Sell	3,543 -3,051	-46%	-$195K	﹤0.01%	1809
2024 Q3	$469K	Sell	6,594 -2,014	-23%	-$129K	0.01%	1281
2024 Q2	$567K	Sell	8,608 -10,684	-55%	-$727K	0.01%	1180
2024 Q1	$1.26M	Sell	19,292 -361	-2%	-$24.2K	0.01%	814
2023 Q4	$1.46M	Buy	19,653 +5,841	+42%	+$392K	0.02%	716
2023 Q3	$879K	Sell	13,812 -3,401	-20%	-$217K	0.01%	876
2023 Q2	$1.1M	Buy	17,213 +3,565	+26%	+$229K	0.02%	799
2023 Q1	$949K	Buy	13,648 +1,688	+14%	+$122K	0.01%	817
2022 Q4	$851K	Sell	11,960 -1,946	-14%	-$122K	0.01%	828
2022 Q3	$766K	Buy	13,906 +3,665	+36%	+$211K	0.01%	824
2022 Q2	$625K	Buy	10,241 +2,696	+36%	+$193K	0.01%	872
2022 Q1	$621K	Buy	+7,545	New	+$573K	0.01%	943

Other funds holding RIO

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance

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

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

Wellington Management Group

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

Capital World Investors

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

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

Bank of America

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

JP Morgan Chase

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