Dynamic Advisor Solutions’s Rio Tinto RIO Stock Holding History

Dynamic Advisor 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
2026 Q2	$3.36M	Buy	+35,432	New	+$3.59M	0.1%	226
2024 Q1	–	Sell	-3,975	Closed	-$289K	–	957
2023 Q4	$289K	Buy	+3,975	New	+$267K	0.01%	729
2014 Q4	–	Sell	-14,753	Closed	-$726K	–	209
2014 Q3	$726K	Buy	14,753 +2,166	+17%	+$120K	0.39%	70
2014 Q2	$683K	Sell	12,587 -943	-7%	-$51.2K	0.41%	76
2014 Q1	$755K	Buy	13,530 +1,194	+10%	+$65.1K	0.51%	65
2013 Q4	$696K	Buy	+12,336	New	+$642K	0.52%	60

Other funds holding RIO

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return