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Center for Financial Planning’s Rio Tinto RIO Stock Holding History

Center for Financial Planning’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
Q2 		– Sell
-165
Closed -$10.5K – 619
2024
Q1 		$10.5K Hold
165
– – ﹤0.01% 400
2023
Q4 		$12.3K Hold
165
– – ﹤0.01% 346
2023
Q3 		$10.5K Hold
165
– – ﹤0.01% 354
2023
Q2 		$10.5K Hold
165
– – ﹤0.01% 378
2023
Q1 		$11.3K Hold
165
– – ﹤0.01% 347
2022
Q4 		$11.7K Hold
165
– – ﹤0.01% 343
2022
Q3 		$9K Hold
165
– – ﹤0.01% 369
2022
Q2 		$10K Hold
165
– – ﹤0.01% 359
2022
Q1 		$13K Buy
+165
New +$12.5K ﹤0.01% 350

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Center for Financial Planning's RIO Position: Q2 2024 in Review

Center for Financial Planning sold out of Rio Tinto (RIO) in Q2 2024, closing a stake of 165 shares — an estimated $10.5K sold.

Center for Financial Planning first reported a position in RIO in Q1 2022 and held it in 9 quarters. The position peaked at $13K in Q1 2022. 753 funds tracked by Wall St. Rank hold RIO as of Q2 2024.

  • Center for Financial Planning reported no remaining Rio Tinto position as of Q2 2024 after selling out during the quarter.
  • Center for Financial Planning sold 165 Rio Tinto shares in Q2 2024, an estimated $10.5K.
  • Center for Financial Planning first reported a position in Rio Tinto in Q1 2022 and held it in 9 quarters.
  • Center for Financial Planning's Rio Tinto position peaked at $13K in Q1 2022.
  • 753 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.