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FinTrust Capital Advisors’s Rio Tinto RIO Stock Holding History

FinTrust Capital 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
Q3 		$76.7K Sell
1,078
-633
-37% -$40.7K 0.01% 485
2024
Q2 		$113K Buy
1,711
+62
+4% +$4.22K 0.02% 383
2024
Q1 		$105K Buy
1,649
+9
+0.5% +$603 0.02% 379
2023
Q4 		$122K Buy
1,640
+506
+45% +$33.9K 0.02% 331
2023
Q3 		$72.2K Buy
1,134
+766
+208% +$48.9K 0.02% 402
2023
Q2 		$26.2K Hold
368
– – 0.01% 591
2023
Q1 		$26.2K Hold
368
– – 0.01% 589
2022
Q4 		$26.2K Buy
368
+74
+25% +$4.65K 0.01% 588
2022
Q3 		$16K Buy
294
+64
+28% +$3.69K ﹤0.01% 769
2022
Q2 		$13K Buy
230
+68
+42% +$4.87K ﹤0.01% 819
2022
Q1 		$13K Hold
162
– – ﹤0.01% 871
2021
Q4 		$11K Hold
162
– – ﹤0.01% 902
2021
Q3 		$11K Hold
162
– – ﹤0.01% 896
2021
Q2 		$14K Sell
162
-17
-9% -$1.46K ﹤0.01% 847
2021
Q1 		$14K Buy
179
+21
+13% +$1.72K ﹤0.01% 809
2020
Q4 		$12K Hold
158
– – ﹤0.01% 800
2020
Q3 		$10K Hold
158
– – ﹤0.01% 815
2020
Q2 		$9K Buy
158
+55
+53% +$2.79K ﹤0.01% 748
2020
Q1 		$5K Buy
103
+36
+54% +$1.85K ﹤0.01% 883
2019
Q4 		$4K Sell
67
-501
-88% -$27.2K ﹤0.01% 903
2019
Q3 		$30K Hold
568
– – 0.01% 563
2019
Q2 		$35K Buy
568
+398
+234% +$23.8K 0.01% 483
2019
Q1 		$10K Buy
170
+70
+70% +$3.85K ﹤0.01% 780
2018
Q4 		$5K Buy
+100
New +$4.88K ﹤0.01% 939

Other funds holding RIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

FinTrust Capital Advisors's RIO Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Rio Tinto (RIO) stake by 37% in Q3 2024, selling an estimated $40.7K and leaving 1,078 shares worth $76.7K. The position accounts for 0.01% of the portfolio, ranked #485.

FinTrust Capital Advisors first reported a position in RIO in Q4 2018 and has held it in 24 quarters since. The position peaked at $122K in Q4 2023. 760 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

  • FinTrust Capital Advisors held 1,078 shares of Rio Tinto worth $76.7K as of Q3 2024.
  • FinTrust Capital Advisors sold 633 Rio Tinto shares in Q3 2024, an estimated $40.7K.
  • Rio Tinto made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #485 holding.
  • FinTrust Capital Advisors first reported a position in Rio Tinto in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Rio Tinto position peaked at $122K in Q4 2023.
  • 760 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.