Kelly Lawrence W & Associates’s Rio Tinto RIO Stock Holding History

Kelly Lawrence W & Associates’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	-100	Closed	-$5.88K	–	176
2024 Q4	$5.88K	Hold	100	–	–	﹤0.01%	149
2024 Q3	$7.12K	Hold	100	–	–	﹤0.01%	149
2024 Q2	$6.59K	Hold	100	–	–	﹤0.01%	153
2024 Q1	$6.37K	Hold	100	–	–	﹤0.01%	152
2023 Q4	$7.45K	Hold	100	–	–	﹤0.01%	147
2023 Q3	$6.36K	Hold	100	–	–	﹤0.01%	146
2023 Q2	$6.59K	Hold	100	–	–	﹤0.01%	140
2023 Q1	$6.86K	Hold	100	–	–	﹤0.01%	144
2022 Q4	$7.12K	Hold	100	–	–	﹤0.01%	142
2022 Q3	$6K	Hold	100	–	–	﹤0.01%	158
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	157
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	150
2021 Q4	$7K	Hold	100	–	–	﹤0.01%	157
2021 Q3	$7K	Hold	100	–	–	﹤0.01%	151
2021 Q2	$8K	Hold	100	–	–	﹤0.01%	150
2021 Q1	$8K	Buy	+100	New	+$8.2K	﹤0.01%	143

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Kelly Lawrence W & Associates's RIO Position: Q1 2025 in Review

Kelly Lawrence W & Associates sold out of Rio Tinto (RIO) in Q1 2025, closing a stake of 100 shares — an estimated $5.88K sold.

Kelly Lawrence W & Associates first reported a position in RIO in Q1 2021 and held it in 16 quarters. The position peaked at $8K in Q1 2022. 780 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

Kelly Lawrence W & Associates reported no remaining Rio Tinto position as of Q1 2025 after selling out during the quarter.
Kelly Lawrence W & Associates sold 100 Rio Tinto shares in Q1 2025, an estimated $5.88K.
Kelly Lawrence W & Associates first reported a position in Rio Tinto in Q1 2021 and held it in 16 quarters.
Kelly Lawrence W & Associates's Rio Tinto position peaked at $8K in Q1 2022.
780 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on Kelly Lawrence W & Associates's 13F filing for Q1 2025, filed 14 May 2025.