Baystate Wealth Management’s Rio Tinto RIO Stock Holding History

Baystate 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
2023 Q4	$33.5K	Hold	449	–	–	﹤0.01%	452
2023 Q3	$28.6K	Buy	449 +12	+3%	+$765	﹤0.01%	423
2023 Q2	$27.9K	Buy	437 +15	+4%	+$964	﹤0.01%	414
2023 Q1	$29K	Sell	422 -8	-2%	-$581	﹤0.01%	408
2022 Q4	$31K	Buy	430 +8	+2%	+$503	﹤0.01%	403
2022 Q3	$23K	Buy	422 +20	+5%	+$1.15K	﹤0.01%	407
2022 Q2	$25K	Buy	402 +25	+7%	+$1.79K	﹤0.01%	423
2022 Q1	$30K	Sell	377 -2	-0.5%	-$152	﹤0.01%	395
2021 Q4	$25K	Hold	379	–	–	﹤0.01%	437
2021 Q3	$25K	Buy	379 +29	+8%	+$2.26K	﹤0.01%	388
2021 Q2	$29K	Buy	350 +16	+5%	+$1.38K	﹤0.01%	344
2021 Q1	$26K	Buy	334 +2	+0.6%	+$164	﹤0.01%	331
2020 Q4	$25K	Sell	332 -1	-0.3%	-$66	﹤0.01%	324
2020 Q3	$20K	Buy	+333	New	+$20.4K	﹤0.01%	326

Other funds holding RIO

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Baystate Wealth Management's RIO Position: Q4 2023 in Review

Baystate Wealth Management held its Rio Tinto (RIO) position steady in Q4 2023 at 449 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Baystate Wealth Management first reported a position in RIO in Q3 2020 and has held it in 14 quarters since. 770 funds tracked by Wall St. Rank hold RIO as of Q4 2023.

Baystate Wealth Management held 449 shares of Rio Tinto worth $33.5K as of Q4 2023.
Baystate Wealth Management left its Rio Tinto share count unchanged in Q4 2023.
Rio Tinto made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #452 holding.
Baystate Wealth Management first reported a position in Rio Tinto in Q3 2020 and has held it in 14 quarters since.
770 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.