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CreativeOne Wealth’s Rio Tinto RIO Stock Holding History

CreativeOne Wealth’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
-3,784
Closed -$241K – 889
2024
Q1 		$241K Buy
+3,784
New +$253K 0.01% 789
2023
Q3 		– Sell
-4,808
Closed -$307K – 774
2023
Q2 		$307K Buy
4,808
+462
+11% +$29.7K 0.01% 639
2023
Q1 		$298K Buy
4,346
+334
+8% +$24.2K 0.01% 641
2022
Q4 		$286K Sell
4,012
-56
-1% -$3.52K 0.02% 582
2022
Q3 		$224K Buy
4,068
+145
+4% +$8.36K 0.01% 640
2022
Q2 		$239K Buy
3,923
+433
+12% +$31K 0.01% 622
2022
Q1 		$281K Buy
3,490
+402
+13% +$30.5K 0.01% 600
2021
Q4 		$207K Buy
3,088
+85
+3% +$5.5K 0.01% 712
2021
Q3 		$201K Sell
3,003
-422
-12% -$32.9K 0.01% 667
2021
Q2 		$287K Buy
+3,425
New +$294K 0.02% 550

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

CreativeOne Wealth's RIO Position: Q2 2024 in Review

CreativeOne Wealth sold out of Rio Tinto (RIO) in Q2 2024, closing a stake of 3,784 shares — an estimated $241K sold.

CreativeOne Wealth first reported a position in RIO in Q2 2021 and held it in 10 quarters. The position peaked at $307K in Q2 2023. 753 funds tracked by Wall St. Rank hold RIO as of Q2 2024.

  • CreativeOne Wealth reported no remaining Rio Tinto position as of Q2 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 3,784 Rio Tinto shares in Q2 2024, an estimated $241K.
  • CreativeOne Wealth first reported a position in Rio Tinto in Q2 2021 and held it in 10 quarters.
  • CreativeOne Wealth's Rio Tinto position peaked at $307K in Q2 2023.
  • 753 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2024.

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