Loring Wolcott & Coolidge Fiduciary Advisors’s Rio Tinto RIO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q1	–	Sell	-6,528	Closed	-$452K	–	586
2023 Q4	$452K	Hold	6,528	–	–	﹤0.01%	207
2023 Q3	$433K	Buy	6,528 +26	+0.4%	+$1.66K	﹤0.01%	207
2023 Q2	$415K	Buy	6,502 +6,202	+2,067%	+$399K	﹤0.01%	224
2023 Q1	$20.6K	Hold	300	–	–	﹤0.01%	467
2022 Q4	$21.4K	Hold	300	–	–	﹤0.01%	462
2022 Q3	$17K	Hold	300	–	–	﹤0.01%	493
2022 Q2	$18K	Hold	300	–	–	﹤0.01%	514
2022 Q1	$24K	Hold	300	–	–	﹤0.01%	509
2021 Q4	$20K	Buy	+300	New	+$19.4K	﹤0.01%	535
2016 Q4	–	Sell	-300	Closed	-$10K	–	613
2016 Q3	$10K	Hold	300	–	–	﹤0.01%	543
2016 Q2	$9K	Hold	300	–	–	﹤0.01%	551
2016 Q1	$8K	Hold	300	–	–	﹤0.01%	552
2015 Q4	$9K	Hold	300	–	–	﹤0.01%	570
2015 Q3	$12K	Hold	300	–	–	﹤0.01%	532
2015 Q2	$12K	Hold	300	–	–	﹤0.01%	532
2015 Q1	$12K	Hold	300	–	–	﹤0.01%	549
2014 Q4	$14K	Hold	300	–	–	﹤0.01%	533
2014 Q3	$15K	Hold	300	–	–	﹤0.01%	501
2014 Q2	$16K	Hold	300	–	–	﹤0.01%	524
2014 Q1	$17K	Hold	300	–	–	﹤0.01%	506
2013 Q4	$17K	Hold	300	–	–	﹤0.01%	487
2013 Q3	$15K	Hold	300	–	–	﹤0.01%	462
2013 Q2	$12K	Buy	+300	New	+$13.4K	﹤0.01%	521

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's RIO Position: Q1 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Rio Tinto (RIO) in Q1 2024, closing a stake of 6,528 shares — an estimated $452K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RIO in Q2 2013 and held it in 23 quarters. The position peaked at $452K in Q4 2023. 752 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Rio Tinto position as of Q1 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 6,528 Rio Tinto shares in Q1 2024, an estimated $452K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Rio Tinto in Q2 2013 and held it in 23 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Rio Tinto position peaked at $452K in Q4 2023.
752 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.