Lake Street Advisors Group’s Rio Tinto RIO Stock Holding History

Lake Street Advisors 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	$270K	Sell	4,583 -292	-6%	-$18.6K	0.01%	483
2024 Q3	$347K	Sell	4,875 -63	-1%	-$4.05K	0.02%	413
2024 Q2	$326K	Buy	4,938 +222	+5%	+$15.1K	0.02%	426
2024 Q1	$316K	Sell	4,716 -1,224	-21%	-$82K	0.01%	447
2023 Q4	$442K	Buy	+5,940	New	+$399K	0.02%	345
2022 Q2	–	Sell	-13,355	Closed	-$1.07M	–	330
2022 Q1	$1.07M	Buy	13,355 +1,713	+15%	+$130K	0.07%	142
2021 Q4	$779K	Sell	11,642 -617	-5%	-$39.9K	0.05%	151
2021 Q3	$819K	Buy	12,259 +4,692	+62%	+$366K	0.09%	114
2021 Q2	$599K	Buy	7,567 +592	+8%	+$50.9K	0.04%	153
2021 Q1	$542K	Buy	6,975 +48	+0.7%	+$3.94K	0.04%	149
2020 Q4	$521K	Buy	6,927 +264	+4%	+$17.3K	0.04%	151
2020 Q3	$402K	Sell	6,663 -49	-0.7%	-$3K	0.04%	163
2020 Q2	$377K	Buy	+6,712	New	+$340K	0.04%	166

Other funds holding RIO

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Lake Street Advisors Group's RIO Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Rio Tinto (RIO) stake by 6% in Q4 2024, selling an estimated $18.6K and leaving 4,583 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #483.

Lake Street Advisors Group first reported a position in RIO in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.07M in Q1 2022. 754 funds tracked by Wall St. Rank hold RIO as of Q4 2024.

Lake Street Advisors Group held 4,583 shares of Rio Tinto worth $270K as of Q4 2024.
Lake Street Advisors Group sold 292 Rio Tinto shares in Q4 2024, an estimated $18.6K.
Rio Tinto made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #483 holding.
Lake Street Advisors Group first reported a position in Rio Tinto in Q2 2020 and has held it in 13 quarters since.
Lake Street Advisors Group's Rio Tinto position peaked at $1.07M in Q1 2022.
754 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.