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Baldwin Wealth Partners’s Rio Tinto RIO Stock Holding History

Baldwin Wealth Partners’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
-100
Closed -$7.12K – 836
2024
Q3 		$7.12K Hold
100
– – ﹤0.01% 839
2024
Q2 		$6.59K Hold
100
– – ﹤0.01% 571
2024
Q1 		$6.37K Hold
100
– – ﹤0.01% 580
2023
Q4 		$7.45K Hold
100
– – ﹤0.01% 600
2023
Q3 		$6.36K Hold
100
– – ﹤0.01% 609
2023
Q2 		$6.38K Hold
100
– – ﹤0.01% 633
2023
Q1 		$6.86K Hold
100
– – ﹤0.01% 651
2022
Q4 		$7.12K Buy
+100
New +$6.28K ﹤0.01% 636
2017
Q2 		– Sell
-41
Closed -$2K – 498
2017
Q1 		$2K Buy
+41
New +$1.74K ﹤0.01% 473

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

Baldwin Wealth Partners's RIO Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Rio Tinto (RIO) in Q4 2024, closing a stake of 100 shares — an estimated $7.12K sold.

Baldwin Wealth Partners first reported a position in RIO in Q1 2017 and held it in 9 quarters. The position peaked at $7.45K in Q4 2023. 753 funds tracked by Wall St. Rank hold RIO as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Rio Tinto position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 100 Rio Tinto shares in Q4 2024, an estimated $7.12K.
  • Baldwin Wealth Partners first reported a position in Rio Tinto in Q1 2017 and held it in 9 quarters.
  • Baldwin Wealth Partners's Rio Tinto position peaked at $7.45K in Q4 2023.
  • 753 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.