Global Financial Private Client’s Rio Tinto RIO Stock Holding History

Global Financial Private Client’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	-300	Closed	-$22.3K	–	716
2023 Q4	$22.3K	Buy	+300	New	+$20.1K	0.01%	384
2022 Q3	–	Sell	-11	Closed	-$664	–	671
2022 Q2	$664	Sell	11 -22	-67%	-$1.58K	﹤0.01%	595
2022 Q1	$2.75K	Hold	33	–	–	﹤0.01%	507
2021 Q4	$2.23K	Sell	33 -11	-25%	-$712	﹤0.01%	519
2021 Q3	$2.97K	Hold	44	–	–	﹤0.01%	439
2021 Q2	$3.67K	Hold	44	–	–	﹤0.01%	427
2021 Q1	$3.46K	Hold	44	–	–	﹤0.01%	383
2020 Q4	$3.34K	Hold	44	–	–	﹤0.01%	380
2020 Q3	$2.66K	Sell	44 -93	-68%	-$5.7K	﹤0.01%	376
2020 Q2	$7.7K	Sell	137 -541	-80%	-$27.4K	0.01%	361
2020 Q1	$30K	Hold	678	–	–	0.03%	270
2019 Q4	$40.3K	Buy	+678	New	+$36.8K	0.03%	265

Other funds holding RIO

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Global Financial Private Client's RIO Position: Q1 2024 in Review

Global Financial Private Client sold out of Rio Tinto (RIO) in Q1 2024, closing a stake of 300 shares — an estimated $22.3K sold.

Global Financial Private Client first reported a position in RIO in Q4 2019 and held it in 12 quarters. The position peaked at $40.3K in Q4 2019. 751 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

Global Financial Private Client reported no remaining Rio Tinto position as of Q1 2024 after selling out during the quarter.
Global Financial Private Client sold 300 Rio Tinto shares in Q1 2024, an estimated $22.3K.
Global Financial Private Client first reported a position in Rio Tinto in Q4 2019 and held it in 12 quarters.
Global Financial Private Client's Rio Tinto position peaked at $40.3K in Q4 2019.
751 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on Global Financial Private Client's 13F filing for Q1 2024, filed 16 May 2024.