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Pacific Capital Wealth Advisors’s Rio Tinto RIO Stock Holding History

Pacific Capital Wealth 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
Q3 		– Sell
-75
Closed -$4.95K – 585
2024
Q2 		$4.95K Hold
75
– – ﹤0.01% 383
2024
Q1 		$4.78K Buy
+75
New +$5.02K ﹤0.01% 320

Other funds holding RIO

Wellington Management Group
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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Pacific Capital Wealth Advisors's RIO Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Rio Tinto (RIO) in Q3 2024, closing a stake of 75 shares — an estimated $4.95K sold.

Pacific Capital Wealth Advisors first reported a position in RIO in Q1 2024 and held it in 2 quarters. The position peaked at $4.95K in Q2 2024. 759 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Rio Tinto position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 75 Rio Tinto shares in Q3 2024, an estimated $4.95K.
  • Pacific Capital Wealth Advisors first reported a position in Rio Tinto in Q1 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Rio Tinto position peaked at $4.95K in Q2 2024.
  • 759 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.