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Heck Capital Advisors’s Rio Tinto RIO Stock Holding History

Heck 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
2025
Q1 		– Sell
-200
Closed -$11.8K – 674
2024
Q4 		$11.8K Buy
+200
New +$12.8K ﹤0.01% 524

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heck Capital Advisors's RIO Position: Q1 2025 in Review

Heck Capital Advisors sold out of Rio Tinto (RIO) in Q1 2025, closing a stake of 200 shares — an estimated $11.8K sold.

Heck Capital Advisors first reported a position in RIO in Q4 2024 and held it in 1 quarter. The position peaked at $11.8K in Q4 2024. 782 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

  • Heck Capital Advisors reported no remaining Rio Tinto position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 200 Rio Tinto shares in Q1 2025, an estimated $11.8K.
  • Heck Capital Advisors first reported a position in Rio Tinto in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Rio Tinto position peaked at $11.8K in Q4 2024.
  • 782 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.