Coppell Advisory Solutions’s Rio Tinto RIO Stock Holding History

Coppell Advisory Solutions’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	-453	Closed	-$26.7K	–	1512
2024 Q4	$26.7K	Sell	453 -360	-44%	-$23K	﹤0.01%	769
2024 Q3	$57.9K	Buy	813 +406	+100%	+$26.1K	0.01%	513
2024 Q2	$26.8K	Buy	+407	New	+$27.7K	﹤0.01%	673
2023 Q4	$23.4K	Buy	314 +14	+5%	+$939	﹤0.01%	682
2023 Q3	$21.4K	Sell	300 -14	-4%	-$893	0.01%	483
2023 Q2	$19.9K	Buy	+314	New	+$20.2K	0.01%	556
2023 Q1	–	Sell	-300	Closed	-$21.4K	–	874
2022 Q4	$21.4K	Buy	+300	New	+$18.8K	0.01%	490

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $1.17B AUM 20.21% 1-Year Est. Return

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

Coppell Advisory Solutions's RIO Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Rio Tinto (RIO) in Q1 2025, closing a stake of 453 shares — an estimated $26.7K sold.

Coppell Advisory Solutions first reported a position in RIO in Q4 2022 and held it in 7 quarters. The position peaked at $57.9K in Q3 2024. 780 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

Coppell Advisory Solutions reported no remaining Rio Tinto position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 453 Rio Tinto shares in Q1 2025, an estimated $26.7K.
Coppell Advisory Solutions first reported a position in Rio Tinto in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Rio Tinto position peaked at $57.9K in Q3 2024.
780 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.