Carolinas Wealth Consulting’s Rio Tinto RIO Stock Holding History

Carolinas Wealth Consulting’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
2025 Q1	–	Sell	-38	Closed	-$2.23K	–	1076
2024 Q4	$2.23K	Sell	38 -15	-28%	-$958	﹤0.01%	807
2024 Q3	$3.76K	Hold	53	–	–	﹤0.01%	706
2024 Q2	$3.49K	Buy	53 +3	+6%	+$204	﹤0.01%	705
2024 Q1	$3.31K	Sell	50 -14	-22%	-$937	﹤0.01%	708
2023 Q4	$4.77K	Sell	64 -7	-10%	-$470	﹤0.01%	631
2023 Q3	$4.6K	Buy	71 +27	+61%	+$1.72K	﹤0.01%	616
2023 Q2	$2.81K	Buy	44 +17	+63%	+$1.09K	﹤0.01%	767
2023 Q1	$1.91K	Hold	27	–	–	﹤0.01%	817
2022 Q4	$1.92K	Buy	+27	New	+$1.7K	﹤0.01%	814

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

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

Carolinas Wealth Consulting's RIO Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Rio Tinto (RIO) in Q1 2025, closing a stake of 38 shares — an estimated $2.23K sold.

Carolinas Wealth Consulting first reported a position in RIO in Q4 2022 and held it in 9 quarters. The position peaked at $4.77K in Q4 2023. 781 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

Carolinas Wealth Consulting reported no remaining Rio Tinto position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 38 Rio Tinto shares in Q1 2025, an estimated $2.23K.
Carolinas Wealth Consulting first reported a position in Rio Tinto in Q4 2022 and held it in 9 quarters.
Carolinas Wealth Consulting's Rio Tinto position peaked at $4.77K in Q4 2023.
781 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.