Cherry Tree Wealth Management’s Rio Tinto RIO Stock Holding History

Cherry Tree 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
2025 Q2	–	Sell	-132	Closed	-$7.93K	–	724
2025 Q1	$7.93K	Hold	132	–	–	﹤0.01%	462
2024 Q4	$7.76K	Buy	132 +4	+3%	+$255	﹤0.01%	442
2024 Q3	$9.11K	Hold	128	–	–	﹤0.01%	429
2024 Q2	$8.44K	Buy	+128	New	+$8.71K	﹤0.01%	413

Other funds holding RIO

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cherry Tree Wealth Management's RIO Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Rio Tinto (RIO) in Q2 2025, closing a stake of 132 shares — an estimated $7.93K sold.

Cherry Tree Wealth Management first reported a position in RIO in Q2 2024 and held it in 4 quarters. The position peaked at $9.11K in Q3 2024. 743 funds tracked by Wall St. Rank hold RIO as of Q2 2025.

Cherry Tree Wealth Management reported no remaining Rio Tinto position as of Q2 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 132 Rio Tinto shares in Q2 2025, an estimated $7.93K.
Cherry Tree Wealth Management first reported a position in Rio Tinto in Q2 2024 and held it in 4 quarters.
Cherry Tree Wealth Management's Rio Tinto position peaked at $9.11K in Q3 2024.
743 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.