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CM Wealth Advisors’s Rio Tinto RIO Stock Holding History

CM Wealth Advisors’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
-3,600
Closed -$252K – 154
2024
Q1 		$252K Buy
+3,600
New +$241K 0.07% 150
2023
Q3 		– Sell
-3,600
Closed -$238K – 149
2023
Q2 		$238K Buy
+3,600
New +$231K 0.08% 137

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

CM Wealth Advisors's RIO Position: Q2 2024 in Review

CM Wealth Advisors sold out of Rio Tinto (RIO) in Q2 2024, closing a stake of 3,600 shares — an estimated $252K sold.

CM Wealth Advisors first reported a position in RIO in Q2 2023 and held it in 2 quarters. The position peaked at $252K in Q1 2024. 753 funds tracked by Wall St. Rank hold RIO as of Q2 2024.

  • CM Wealth Advisors reported no remaining Rio Tinto position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 3,600 Rio Tinto shares in Q2 2024, an estimated $252K.
  • CM Wealth Advisors first reported a position in Rio Tinto in Q2 2023 and held it in 2 quarters.
  • CM Wealth Advisors's Rio Tinto position peaked at $252K in Q1 2024.
  • 753 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.