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McGlone Suttner Wealth Management’s Rio Tinto RIO Stock Holding History

McGlone Suttner 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
Q1 		– Sell
-68
Closed -$5.04K – 640
2023
Q4 		$5.04K Buy
+68
New +$4.56K ﹤0.01% 577

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

McGlone Suttner Wealth Management's RIO Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Rio Tinto (RIO) in Q1 2024, closing a stake of 68 shares — an estimated $5.04K sold.

McGlone Suttner Wealth Management first reported a position in RIO in Q4 2023 and held it in 1 quarter. The position peaked at $5.04K in Q4 2023. 751 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Rio Tinto position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 68 Rio Tinto shares in Q1 2024, an estimated $5.04K.
  • McGlone Suttner Wealth Management first reported a position in Rio Tinto in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Rio Tinto position peaked at $5.04K in Q4 2023.
  • 751 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.