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Glassman Wealth Services’s Rio Tinto RIO Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-2,510
Closed -$187K – 1458
2023
Q4 		$187K Buy
2,510
+21
+0.8% +$1.41K 0.03% 199
2023
Q3 		$158K Buy
2,489
+1,825
+275% +$116K 0.03% 205
2023
Q2 		$42.4K Buy
664
+54
+9% +$3.47K 0.01% 443
2023
Q1 		$41.8K Sell
610
-1,713
-74% -$124K 0.01% 446
2022
Q4 		$165K Buy
2,323
+175
+8% +$11K 0.03% 203
2022
Q3 		$118K Buy
2,148
+1,514
+239% +$87.2K 0.03% 224
2022
Q2 		$39K Buy
634
+22
+4% +$1.58K 0.01% 450
2022
Q1 		$49K Buy
612
+126
+26% +$9.56K 0.01% 404
2021
Q4 		$33K Buy
486
+96
+25% +$6.21K 0.01% 473
2021
Q3 		$26K Sell
390
-51
-12% -$3.98K 0.01% 518
2021
Q2 		$37K Buy
441
+24
+6% +$2.06K 0.01% 414
2021
Q1 		$32K Sell
417
-2
-0.5% -$164 0.01% 419
2020
Q4 		$32K Buy
419
+160
+62% +$10.5K 0.01% 416
2020
Q3 		$16K Buy
259
+122
+89% +$7.48K ﹤0.01% 496
2020
Q2 		$8K Buy
+137
New +$6.94K ﹤0.01% 540
2020
Q1 		– Sell
-12
Closed -$1K – 1487
2019
Q4 		$1K Buy
+12
New +$651 ﹤0.01% 1014
2019
Q1 		– Sell
-38
Closed -$2K – 1184
2018
Q4 		$2K Hold
38
– – ﹤0.01% 570
2018
Q3 		$2K Buy
+38
New +$1.94K ﹤0.01% 613

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Glassman Wealth Services's RIO Position: Q1 2024 in Review

Glassman Wealth Services sold out of Rio Tinto (RIO) in Q1 2024, closing a stake of 2,510 shares — an estimated $187K sold.

Glassman Wealth Services first reported a position in RIO in Q3 2018 and held it in 18 quarters. The position peaked at $187K in Q4 2023. 751 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

  • Glassman Wealth Services reported no remaining Rio Tinto position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 2,510 Rio Tinto shares in Q1 2024, an estimated $187K.
  • Glassman Wealth Services first reported a position in Rio Tinto in Q3 2018 and held it in 18 quarters.
  • Glassman Wealth Services's Rio Tinto position peaked at $187K in Q4 2023.
  • 751 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.