Beam Wealth Advisors’s Rio Tinto RIO Stock Holding History

Beam 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 Q1	–	Sell	-2,843	Closed	-$212K	–	119
2023 Q4	$212K	Buy	+2,843	New	+$191K	0.13%	98

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

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

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Beam Wealth Advisors's RIO Position: Q1 2024 in Review

Beam Wealth Advisors sold out of Rio Tinto (RIO) in Q1 2024, closing a stake of 2,843 shares — an estimated $212K sold.

Beam Wealth Advisors first reported a position in RIO in Q4 2023 and held it in 1 quarter. The position peaked at $212K in Q4 2023. 751 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

Beam Wealth Advisors reported no remaining Rio Tinto position as of Q1 2024 after selling out during the quarter.
Beam Wealth Advisors sold 2,843 Rio Tinto shares in Q1 2024, an estimated $212K.
Beam Wealth Advisors first reported a position in Rio Tinto in Q4 2023 and held it in 1 quarter.
Beam Wealth Advisors's Rio Tinto position peaked at $212K in Q4 2023.
751 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on Beam Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.