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Bullock Wealth Management’s Rio Tinto RIO Stock Holding History

Bullock 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
Q3 		– Sell
-282
Closed -$18.7K – 595
2024
Q2 		$18.7K Sell
282
-1,141
-80% -$77.7K 0.01% 308
2024
Q1 		$91.3K Buy
+1,423
New +$95.3K 0.06% 189

Other funds holding RIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Bullock Wealth Management's RIO Position: Q3 2024 in Review

Bullock Wealth Management sold out of Rio Tinto (RIO) in Q3 2024, closing a stake of 282 shares — an estimated $18.7K sold.

Bullock Wealth Management first reported a position in RIO in Q1 2024 and held it in 2 quarters. The position peaked at $91.3K in Q1 2024. 760 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

  • Bullock Wealth Management reported no remaining Rio Tinto position as of Q3 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 282 Rio Tinto shares in Q3 2024, an estimated $18.7K.
  • Bullock Wealth Management first reported a position in Rio Tinto in Q1 2024 and held it in 2 quarters.
  • Bullock Wealth Management's Rio Tinto position peaked at $91.3K in Q1 2024.
  • 760 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on Bullock Wealth Management's 13F filing for Q3 2024, filed 24 Sep 2026.