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Concourse Financial Group Securities’s Rio Tinto RIO Stock Holding History

Concourse Financial Group Securities’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
-352
Closed -$21.5K – 1625
2024
Q4 		$21.5K Sell
352
-237
-40% -$15.1K ﹤0.01% 1531
2024
Q3 		$41.9K Sell
589
-12
-2% -$771 ﹤0.01% 1247
2024
Q2 		$39.6K Sell
601
-47
-7% -$3.2K ﹤0.01% 1275
2024
Q1 		$43K Sell
648
-227
-26% -$15.2K ﹤0.01% 1244
2023
Q4 		$65.2K Buy
875
+52
+6% +$3.49K ﹤0.01% 1042
2023
Q3 		$52.4K Buy
823
+2
+0.2% +$128 ﹤0.01% 1065
2023
Q2 		$52.4K Sell
821
-22
-3% -$1.41K ﹤0.01% 1077
2023
Q1 		$60.1K Sell
843
-40
-5% -$2.9K ﹤0.01% 1028
2022
Q4 		$62.9K Buy
883
+5
+0.6% +$314 0.01% 987
2022
Q3 		$48K Buy
878
+78
+10% +$4.49K ﹤0.01% 963
2022
Q2 		$49K Sell
800
-20
-2% -$1.43K ﹤0.01% 1098
2022
Q1 		$70K Sell
820
-353
-30% -$26.8K 0.01% 1015
2021
Q4 		$79K Buy
1,173
+236
+25% +$15.3K ﹤0.01% 1104
2021
Q3 		$64K Sell
937
-446
-32% -$34.8K ﹤0.01% 1206
2021
Q2 		$117K Buy
1,383
+943
+214% +$81.1K 0.01% 920
2021
Q1 		$36K Sell
440
-5
-1% -$410 ﹤0.01% 1354
2020
Q4 		$33K Sell
445
-46
-9% -$3.02K ﹤0.01% 1284
2020
Q3 		$30K Buy
491
+101
+26% +$6.19K ﹤0.01% 1239
2020
Q2 		$22K Buy
390
+130
+50% +$6.59K ﹤0.01% 1272
2020
Q1 		$12K Buy
260
+6
+2% +$308 ﹤0.01% 1406
2019
Q4 		$15K Buy
254
+45
+22% +$2.44K ﹤0.01% 1344
2019
Q3 		$11K Sell
209
-3
-1% -$163 ﹤0.01% 1129
2019
Q2 		$13K Buy
212
+112
+112% +$6.71K ﹤0.01% 1410
2019
Q1 		$5K Sell
100
-54
-35% -$2.97K ﹤0.01% 1754
2018
Q4 		$7K Buy
154
+143
+1,300% +$6.98K ﹤0.01% 1541
2018
Q3 		$1K Buy
+11
New +$561 ﹤0.01% 1617

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Capital World Investors
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concourse Financial Group Securities's RIO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Rio Tinto (RIO) in Q1 2025, closing a stake of 352 shares — an estimated $21.5K sold.

Concourse Financial Group Securities first reported a position in RIO in Q3 2018 and held it in 26 quarters. The position peaked at $117K in Q2 2021. 781 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Rio Tinto position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 352 Rio Tinto shares in Q1 2025, an estimated $21.5K.
  • Concourse Financial Group Securities first reported a position in Rio Tinto in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Rio Tinto position peaked at $117K in Q2 2021.
  • 781 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.