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INVST’s Rio Tinto RIO Stock Holding History

INVST’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
-10,129
Closed -$692K – 272
2023
Q4 		$692K Sell
10,129
-461
-4% -$30.9K 0.09% 130
2023
Q3 		$674K Sell
10,590
-1,640
-13% -$105K 0.1% 124
2023
Q2 		$781K Sell
12,230
-567
-4% -$36.5K 0.11% 108
2023
Q1 		$815K Buy
+12,797
New +$929K 0.13% 100
2021
Q4 		– Sell
-4,257
Closed -$284K – 218
2021
Q3 		$284K Buy
4,257
+552
+15% +$43.1K 0.04% 169
2021
Q2 		$307K Buy
3,705
+850
+30% +$73.1K 0.05% 153
2021
Q1 		$243K Buy
+2,855
New +$234K 0.04% 174

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

INVST's RIO Position: Q1 2024 in Review

INVST sold out of Rio Tinto (RIO) in Q1 2024, closing a stake of 10,129 shares — an estimated $692K sold.

INVST first reported a position in RIO in Q1 2021 and held it in 7 quarters. The position peaked at $815K in Q1 2023. 751 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

  • INVST reported no remaining Rio Tinto position as of Q1 2024 after selling out during the quarter.
  • INVST sold 10,129 Rio Tinto shares in Q1 2024, an estimated $692K.
  • INVST first reported a position in Rio Tinto in Q1 2021 and held it in 7 quarters.
  • INVST's Rio Tinto position peaked at $815K in Q1 2023.
  • 751 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on INVST's 13F filing for Q1 2024, filed 24 May 2024.