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Legacy Capital Group California’s Rio Tinto RIO Stock Holding History

Legacy Capital Group California’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 		– Sell
-4,284
Closed -$305K – 353
2024
Q3 		$305K Sell
4,284
-11
-0.3% -$707 0.1% 228
2024
Q2 		$283K Buy
4,295
+276
+7% +$18.8K 0.1% 235
2024
Q1 		$256K Buy
+4,019
New +$269K 0.09% 251

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

Legacy Capital Group California's RIO Position: Q4 2024 in Review

Legacy Capital Group California sold out of Rio Tinto (RIO) in Q4 2024, closing a stake of 4,284 shares — an estimated $305K sold.

Legacy Capital Group California first reported a position in RIO in Q1 2024 and held it in 3 quarters. The position peaked at $305K in Q3 2024. 753 funds tracked by Wall St. Rank hold RIO as of Q4 2024.

  • Legacy Capital Group California reported no remaining Rio Tinto position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 4,284 Rio Tinto shares in Q4 2024, an estimated $305K.
  • Legacy Capital Group California first reported a position in Rio Tinto in Q1 2024 and held it in 3 quarters.
  • Legacy Capital Group California's Rio Tinto position peaked at $305K in Q3 2024.
  • 753 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.

Based on Legacy Capital Group California's 13F filing for Q4 2024, filed 3 Feb 2025.