Gradient Investments’s Rio Tinto RIO Stock Holding History

Gradient Investments’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	-56	Closed	-$4.17K	–	1707
2023 Q4	$4.17K	Sell	56 -60	-52%	-$4.03K	﹤0.01%	1038
2023 Q3	$7.38K	Buy	116 +60	+107%	+$3.83K	﹤0.01%	866
2023 Q2	$3.58K	Buy	56 +12	+27%	+$772	﹤0.01%	1034
2023 Q1	$3.02K	Hold	44	–	–	﹤0.01%	1049
2022 Q4	$3.13K	Hold	44	–	–	﹤0.01%	1018
2022 Q3	$2K	Hold	44	–	–	﹤0.01%	1164
2022 Q2	$3K	Buy	44 +4	+10%	+$287	﹤0.01%	999
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	985
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	1027
2021 Q3	$3K	Buy	+40	New	+$3.12K	﹤0.01%	968
2020 Q2	–	Sell	-119	Closed	-$5K	–	1170
2020 Q1	$5K	Buy	+119	New	+$6.11K	﹤0.01%	784
2018 Q4	–	Sell	-86	Closed	-$4K	–	1060
2018 Q3	$4K	Buy	+86	New	+$4.38K	﹤0.01%	771
2013 Q4	–	Sell	-50	Closed	-$2K	–	647
2013 Q3	$2K	Buy	+50	New	+$2.33K	﹤0.01%	421

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gradient Investments's RIO Position: Q1 2024 in Review

Gradient Investments sold out of Rio Tinto (RIO) in Q1 2024, closing a stake of 56 shares — an estimated $4.17K sold.

Gradient Investments first reported a position in RIO in Q3 2013 and held it in 13 quarters. The position peaked at $7.38K in Q3 2023. 751 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

Gradient Investments reported no remaining Rio Tinto position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 56 Rio Tinto shares in Q1 2024, an estimated $4.17K.
Gradient Investments first reported a position in Rio Tinto in Q3 2013 and held it in 13 quarters.
Gradient Investments's Rio Tinto position peaked at $7.38K in Q3 2023.
751 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.