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Kiely Wealth Advisory Group’s Rio Tinto RIO Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$2.68K Hold
43
– – ﹤0.01% 283
2024
Q3 		$2.63K Hold
43
– – ﹤0.01% 282
2024
Q2 		$2.71K Hold
43
– – ﹤0.01% 268
2024
Q1 		$2.95K Hold
43
– – ﹤0.01% 238
2023
Q4 		$3.05K Buy
+43
New +$2.88K ﹤0.01% 233

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kiely Wealth Advisory Group's RIO Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Rio Tinto (RIO) position steady in Q4 2024 at 43 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Kiely Wealth Advisory Group first reported a position in RIO in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.05K in Q4 2023. 753 funds tracked by Wall St. Rank hold RIO as of Q4 2024.

  • Kiely Wealth Advisory Group held 43 shares of Rio Tinto worth $2.68K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Rio Tinto share count unchanged in Q4 2024.
  • Rio Tinto made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #283 holding.
  • Kiely Wealth Advisory Group first reported a position in Rio Tinto in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Rio Tinto position peaked at $3.05K in Q4 2023.
  • 753 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.