McClarren Financial Advisors’s Rio Tinto RIO Stock Holding History

McClarren Financial 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
2025 Q1	–	Sell	-414	Closed	-$24K	–	347
2024 Q4	$24K	Buy	+414	New	+$26.4K	0.07%	126
2024 Q3	–	Sell	-65	Closed	-$27K	–	330
2024 Q2	$27K	Sell	65 -350	-84%	-$23.8K	0.02%	191
2024 Q1	$27K	Buy	415 +1	+0.2%	+$67	0.02%	186
2023 Q4	$31K	Hold	414	–	–	0.02%	193
2023 Q3	$26K	Hold	414	–	–	0.02%	193
2023 Q2	$26K	Buy	414 +14	+4%	+$900	0.02%	200
2023 Q1	$27K	Hold	400	–	–	0.02%	185
2022 Q4	$28K	Hold	400	–	–	0.03%	186
2022 Q3	$22K	Buy	+400	New	+$23K	0.02%	192

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

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

McClarren Financial Advisors's RIO Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Rio Tinto (RIO) in Q1 2025, closing a stake of 414 shares — an estimated $24K sold.

McClarren Financial Advisors first reported a position in RIO in Q3 2022 and held it in 9 quarters. The position peaked at $31K in Q4 2023. 780 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

McClarren Financial Advisors reported no remaining Rio Tinto position as of Q1 2025 after selling out during the quarter.
McClarren Financial Advisors sold 414 Rio Tinto shares in Q1 2025, an estimated $24K.
McClarren Financial Advisors first reported a position in Rio Tinto in Q3 2022 and held it in 9 quarters.
McClarren Financial Advisors's Rio Tinto position peaked at $31K in Q4 2023.
780 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.