First American Trust’s Rio Tinto RIO Stock Holding History

First American Trust’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	–	Sell	-65,407	Closed	-$4.31M	–	228
2024 Q2	$4.31M	Buy	65,407 +1,399	+2%	+$95.2K	0.43%	70
2024 Q1	$4.08M	Buy	64,008 +2,157	+3%	+$144K	0.43%	76
2023 Q4	$4.61M	Buy	61,851 +501	+0.8%	+$33.6K	0.57%	64
2023 Q3	$3.9M	Sell	61,350 -1,093	-2%	-$69.7K	0.55%	65
2023 Q2	$3.99M	Buy	62,443 +8,181	+15%	+$526K	0.55%	66
2023 Q1	$3.72M	Buy	+54,262	New	+$3.94M	0.55%	66

Other funds holding RIO

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

First American Trust's RIO Position: Q3 2024 in Review

First American Trust sold out of Rio Tinto (RIO) in Q3 2024, closing a stake of 65,407 shares — an estimated $4.31M sold.

First American Trust first reported a position in RIO in Q1 2023 and held it in 6 quarters. The position peaked at $4.61M in Q4 2023. 759 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

First American Trust reported no remaining Rio Tinto position as of Q3 2024 after selling out during the quarter.
First American Trust sold 65,407 Rio Tinto shares in Q3 2024, an estimated $4.31M.
First American Trust first reported a position in Rio Tinto in Q1 2023 and held it in 6 quarters.
First American Trust's Rio Tinto position peaked at $4.61M in Q4 2023.
759 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on First American Trust's 13F filing for Q3 2024, filed 12 Nov 2024.