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Avitas Wealth Management’s Rio Tinto RIO Stock Holding History

Avitas Wealth Management’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
Q4 		– Sell
-26,456
Closed -$1.88M – 201
2024
Q3 		$1.88M Buy
26,456
+339
+1% +$21.8K 0.26% 99
2024
Q2 		$1.72M Sell
26,117
-6,991
-21% -$476K 0.25% 99
2024
Q1 		$2.11M Buy
33,108
+424
+1% +$28.4K 0.32% 88
2023
Q4 		$2.43M Buy
32,684
+8,342
+34% +$560K 0.41% 68
2023
Q3 		$1.55M Buy
24,342
+18,650
+328% +$1.19M 0.29% 91
2023
Q2 		$363K Sell
5,692
-85
-1% -$5.46K 0.07% 176
2023
Q1 		$396K Buy
+5,777
New +$419K 0.08% 174

Other funds holding RIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avitas Wealth Management's RIO Position: Q4 2024 in Review

Avitas Wealth Management sold out of Rio Tinto (RIO) in Q4 2024, closing a stake of 26,456 shares — an estimated $1.88M sold.

Avitas Wealth Management first reported a position in RIO in Q1 2023 and held it in 7 quarters. The position peaked at $2.43M in Q4 2023. 753 funds tracked by Wall St. Rank hold RIO as of Q4 2024.

  • Avitas Wealth Management reported no remaining Rio Tinto position as of Q4 2024 after selling out during the quarter.
  • Avitas Wealth Management sold 26,456 Rio Tinto shares in Q4 2024, an estimated $1.88M.
  • Avitas Wealth Management first reported a position in Rio Tinto in Q1 2023 and held it in 7 quarters.
  • Avitas Wealth Management's Rio Tinto position peaked at $2.43M in Q4 2023.
  • 753 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.