BFG
RIO icon

Bleakley Financial Group’s Rio Tinto RIO Stock Holding History

Bleakley Financial Group’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
-3,110
Closed -$221K – 1099
2024
Q3 		$221K Buy
+3,110
New +$200K 0.01% 888
2024
Q1 		– Sell
-5,882
Closed -$438K – 1022
2023
Q4 		$438K Buy
5,882
+865
+17% +$58K 0.01% 627
2023
Q3 		$319K Buy
5,017
+294
+6% +$18.8K 0.01% 665
2023
Q2 		$302K Buy
4,723
+726
+18% +$46.7K 0.01% 720
2023
Q1 		$274K Buy
3,997
+95
+2% +$6.89K 0.01% 733
2022
Q4 		$278K Buy
+3,902
New +$245K 0.01% 720

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

Bleakley Financial Group's RIO Position: Q4 2024 in Review

Bleakley Financial Group sold out of Rio Tinto (RIO) in Q4 2024, closing a stake of 3,110 shares — an estimated $221K sold.

Bleakley Financial Group first reported a position in RIO in Q4 2022 and held it in 6 quarters. The position peaked at $438K in Q4 2023. 753 funds tracked by Wall St. Rank hold RIO as of Q4 2024.

  • Bleakley Financial Group reported no remaining Rio Tinto position as of Q4 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 3,110 Rio Tinto shares in Q4 2024, an estimated $221K.
  • Bleakley Financial Group first reported a position in Rio Tinto in Q4 2022 and held it in 6 quarters.
  • Bleakley Financial Group's Rio Tinto position peaked at $438K in Q4 2023.
  • 753 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.

Based on Bleakley Financial Group's 13F filing for Q4 2024, filed 27 Jan 2025.