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Baron Wealth Management’s Rio Tinto RIO Stock Holding History

Baron 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
-2,837
Closed -$202K – 217
2024
Q3 		$202K Buy
+2,837
New +$182K 0.1% 196
2024
Q1 		– Sell
-2,863
Closed -$213K – 190
2023
Q4 		$213K Buy
+2,863
New +$192K 0.12% 160

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

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

Baron Wealth Management sold out of Rio Tinto (RIO) in Q4 2024, closing a stake of 2,837 shares — an estimated $202K sold.

Baron Wealth Management first reported a position in RIO in Q4 2023 and held it in 2 quarters. The position peaked at $213K in Q4 2023. 753 funds tracked by Wall St. Rank hold RIO as of Q4 2024.

  • Baron Wealth Management reported no remaining Rio Tinto position as of Q4 2024 after selling out during the quarter.
  • Baron Wealth Management sold 2,837 Rio Tinto shares in Q4 2024, an estimated $202K.
  • Baron Wealth Management first reported a position in Rio Tinto in Q4 2023 and held it in 2 quarters.
  • Baron Wealth Management's Rio Tinto position peaked at $213K in Q4 2023.
  • 753 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.

Based on Baron Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.