Northeast Financial Consultants’s Rio Tinto RIO Stock Holding History

Northeast Financial Consultants’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	-4,800	Closed	-$342K	–	302
2024 Q3	$342K	Hold	4,800	–	–	0.01%	229
2024 Q2	$316K	Hold	4,800	–	–	0.01%	224
2024 Q1	$306K	Hold	4,800	–	–	0.02%	238
2023 Q4	$357K	Hold	4,800	–	–	0.02%	219
2023 Q3	$305K	Hold	4,800	–	–	0.02%	225
2023 Q2	$306K	Hold	4,800	–	–	0.02%	228
2023 Q1	$329K	Hold	4,800	–	–	0.02%	238
2022 Q4	$342K	Hold	4,800	–	–	0.02%	229
2022 Q3	$264K	Hold	4,800	–	–	0.02%	280
2022 Q2	$293K	Hold	4,800	–	–	0.02%	259
2022 Q1	$386K	Hold	4,800	–	–	0.02%	269
2021 Q4	$321K	Hold	4,800	–	–	0.02%	273
2021 Q3	$321K	Hold	4,800	–	–	0.02%	275
2021 Q2	$403K	Hold	4,800	–	–	0.03%	243
2021 Q1	$373K	Hold	4,800	–	–	0.03%	240
2020 Q4	$361K	Hold	4,800	–	–	0.03%	234
2020 Q3	$290K	Buy	+4,800	New	+$294K	0.03%	233
2019 Q1	–	Sell	-30,000	Closed	-$1.45M	–	318
2018 Q4	$1.45M	Buy	+30,000	New	+$1.46M	0.2%	81

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Northeast Financial Consultants's RIO Position: Q4 2024 in Review

Northeast Financial Consultants sold out of Rio Tinto (RIO) in Q4 2024, closing a stake of 4,800 shares — an estimated $342K sold.

Northeast Financial Consultants first reported a position in RIO in Q4 2018 and held it in 18 quarters. The position peaked at $1.45M in Q4 2018. 753 funds tracked by Wall St. Rank hold RIO as of Q4 2024.

Northeast Financial Consultants reported no remaining Rio Tinto position as of Q4 2024 after selling out during the quarter.
Northeast Financial Consultants sold 4,800 Rio Tinto shares in Q4 2024, an estimated $342K.
Northeast Financial Consultants first reported a position in Rio Tinto in Q4 2018 and held it in 18 quarters.
Northeast Financial Consultants's Rio Tinto position peaked at $1.45M in Q4 2018.
753 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.

Based on Northeast Financial Consultants's 13F filing for Q4 2024, filed 14 Feb 2025.