Liberty Wealth Management’s Rio Tinto RIO Stock Holding History

Liberty Wealth Management’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 Q3	–	Sell	-14,127	Closed	-$18K	–	252
2024 Q2	$18K	Buy	+14,127	New	+$961K	﹤0.01%	227
2021 Q4	–	Sell	-417	Closed	-$27K	–	888
2021 Q3	$27K	Sell	417 -255	-38%	-$19.9K	0.01%	582
2021 Q2	$56K	Sell	672 -17	-2%	-$1.46K	0.02%	300
2021 Q1	$54K	Hold	689	–	–	0.03%	271
2020 Q4	$54K	Buy	689 +4	+0.6%	+$263	0.03%	268
2020 Q3	$41K	Buy	685 +537	+363%	+$32.9K	0.02%	261
2020 Q2	$8K	Buy	+148	New	+$7.5K	0.01%	530
2020 Q1	–	Sell	-55	Closed	-$3K	–	970
2019 Q4	$3K	Buy	+55	New	+$2.98K	﹤0.01%	734
2019 Q3	–	Sell	-491	Closed	-$26.6K	–	956
2019 Q2	$31K	Buy	491 +346	+239%	+$20.7K	0.03%	336
2019 Q1	$8K	Buy	+145	New	+$7.97K	0.01%	477

Other funds holding RIO

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Liberty Wealth Management's RIO Position: Q3 2024 in Review

Liberty Wealth Management sold out of Rio Tinto (RIO) in Q3 2024, closing a stake of 14,127 shares — an estimated $18K sold.

Liberty Wealth Management first reported a position in RIO in Q1 2019 and held it in 10 quarters. The position peaked at $56K in Q2 2021. 759 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

Liberty Wealth Management reported no remaining Rio Tinto position as of Q3 2024 after selling out during the quarter.
Liberty Wealth Management sold 14,127 Rio Tinto shares in Q3 2024, an estimated $18K.
Liberty Wealth Management first reported a position in Rio Tinto in Q1 2019 and held it in 10 quarters.
Liberty Wealth Management's Rio Tinto position peaked at $56K in Q2 2021.
759 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on Liberty Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.