B. Riley Wealth Advisors’s Rio Tinto RIO Stock Holding History

B. Riley 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 Q4	$903K	Sell	15,351 -8,405	-35%	-$537K	0.03%	483
2024 Q3	$1.68M	Sell	23,756 -7,324	-24%	-$470K	0.05%	360
2024 Q2	$2.05M	Buy	31,080 +2,823	+10%	+$192K	0.05%	330
2024 Q1	$1.8M	Buy	28,257 +2,337	+9%	+$156K	0.05%	383
2023 Q4	$1.93M	Sell	25,920 -2,337	-8%	-$157K	0.05%	371
2023 Q3	$1.8M	Buy	28,257 +6,554	+30%	+$418K	0.05%	383
2023 Q2	$1.39M	Buy	21,703 +6,322	+41%	+$406K	0.03%	465
2023 Q1	$1.1M	Sell	15,381 -703	-4%	-$51K	0.03%	519
2022 Q4	$1.15M	Sell	16,084 -2,269	-12%	-$143K	0.03%	489
2022 Q3	$1.01M	Sell	18,353 -18,035	-50%	-$1.04M	0.03%	504
2022 Q2	$2.22M	Buy	36,388 +10,574	+41%	+$758K	0.09%	219
2022 Q1	$2.08M	Buy	25,814 +21,214	+461%	+$1.61M	0.07%	292
2021 Q4	$309K	Buy	4,600 +1,092	+31%	+$70.7K	0.01%	1058
2021 Q3	$235K	Sell	3,508 -616	-15%	-$48.1K	0.01%	1166
2021 Q2	$346K	Sell	4,124 -1,814	-31%	-$156K	0.01%	944
2021 Q1	$462K	Buy	+5,938	New	+$487K	0.02%	774
2015 Q1	–	Sell	-1,060	Closed	-$49	–	1671
2014 Q4	$49	Buy	+1,060	New	+$50K	﹤0.01%	2104
2014 Q3	–	Sell	-1,445	Closed	-$78.4K	–	1618
2014 Q2	$78.4K	Buy	+1,445	New	+$78.4K	0.02%	831

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 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