Northwest Investment Counselors’s Rio Tinto RIO Stock Holding History

Northwest Investment Counselors’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	$38K	Buy	+534	New	+$34.3K	0.01%	274
2024 Q2	–	Sell	-413	Closed	-$26.3K	–	420
2024 Q1	$26.3K	Buy	+413	New	+$27.7K	0.01%	280
2023 Q4	–	Sell	-413	Closed	-$26.3K	–	437
2023 Q3	$26.3K	Sell	413 -21	-5%	-$1.34K	0.01%	285
2023 Q2	$27.7K	Sell	434 -179	-29%	-$11.5K	0.01%	292
2023 Q1	$42.1K	Buy	613 +13	+2%	+$943	0.01%	262
2022 Q4	$42.7K	Hold	600	–	–	0.01%	253
2022 Q3	$33K	Hold	600	–	–	0.01%	260
2022 Q2	$37K	Sell	600 -60	-9%	-$4.3K	0.01%	248
2022 Q1	$53K	Buy	660 +60	+10%	+$4.55K	0.01%	226
2021 Q4	$40K	Buy	+600	New	+$38.8K	0.01%	249
2021 Q2	–	Sell	-600	Closed	-$47K	–	366
2021 Q1	$47K	Buy	+600	New	+$49.2K	0.01%	226
2020 Q4	–	Sell	-600	Closed	-$36K	–	365
2020 Q3	$36K	Buy	+600	New	+$36.8K	0.01%	226
2019 Q4	–	Sell	-1,096	Closed	-$57K	–	419
2019 Q3	$57K	Buy	+1,096	New	+$59.5K	0.02%	211

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

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

Northwest Investment Counselors's RIO Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Rio Tinto (RIO) in Q3 2024: 534 shares worth $38K. The stake represents 0.01% of the portfolio and ranks #274 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in RIO as recently as Q1 2024.

Northwest Investment Counselors first reported a position in RIO in Q3 2019 and has held it in 13 quarters since. The position peaked at $57K in Q3 2019. 760 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

Northwest Investment Counselors held 534 shares of Rio Tinto worth $38K as of Q3 2024.
Rio Tinto was a new Northwest Investment Counselors position in Q3 2024.
Rio Tinto made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #274 holding.
Northwest Investment Counselors first reported a position in Rio Tinto in Q3 2019 and has held it in 13 quarters since.
Northwest Investment Counselors's Rio Tinto position peaked at $57K in Q3 2019.
760 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.