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Hennion & Walsh Asset Management’s Rio Tinto RIO Stock Holding History

Hennion & Walsh Asset Management’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
-15,369
Closed -$904K – 903
2024
Q4 		$904K Sell
15,369
-6,967
-31% -$445K 0.04% 490
2024
Q3 		$1.59M Sell
22,336
-813
-4% -$52.2K 0.07% 343
2024
Q2 		$1.53M Sell
23,149
-349
-1% -$23.8K 0.08% 323
2024
Q1 		$1.5M Sell
23,498
-4,316
-16% -$289K 0.08% 318
2023
Q4 		$2.07M Sell
27,814
-354
-1% -$23.8K 0.12% 238
2023
Q3 		$1.79M Sell
28,168
-4,055
-13% -$259K 0.11% 232
2023
Q2 		$2.06M Buy
32,223
+9,023
+39% +$580K 0.12% 209
2023
Q1 		$1.59M Buy
23,200
+3,766
+19% +$273K 0.1% 252
2022
Q4 		$1.38M Buy
19,434
+1,028
+6% +$64.6K 0.09% 273
2022
Q3 		$1.01M Sell
18,406
-2,041
-10% -$118K 0.07% 317
2022
Q2 		$1.25M Buy
20,447
+1,361
+7% +$97.5K 0.08% 265
2022
Q1 		$1.53M Sell
19,086
-297
-2% -$22.5K 0.08% 259
2021
Q4 		$1.3M Sell
19,383
-7,277
-27% -$471K 0.06% 308
2021
Q3 		$1.78M Sell
26,660
-3,564
-12% -$278K 0.09% 254
2021
Q2 		$2.54M Buy
30,224
+792
+3% +$68.1K 0.14% 207
2021
Q1 		$2.29M Buy
+29,432
New +$2.41M 0.14% 205

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hennion & Walsh Asset Management's RIO Position: Q1 2025 in Review

Hennion & Walsh Asset Management sold out of Rio Tinto (RIO) in Q1 2025, closing a stake of 15,369 shares — an estimated $904K sold.

Hennion & Walsh Asset Management first reported a position in RIO in Q1 2021 and held it in 16 quarters. The position peaked at $2.54M in Q2 2021. 780 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

  • Hennion & Walsh Asset Management reported no remaining Rio Tinto position as of Q1 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 15,369 Rio Tinto shares in Q1 2025, an estimated $904K.
  • Hennion & Walsh Asset Management first reported a position in Rio Tinto in Q1 2021 and held it in 16 quarters.
  • Hennion & Walsh Asset Management's Rio Tinto position peaked at $2.54M in Q2 2021.
  • 780 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.