PP
RIO icon

Patten & Patten’s Rio Tinto RIO Stock Holding History

Patten & Patten’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
-2,938
Closed -$209K – 323
2024
Q3 		$209K Buy
+2,938
New +$189K 0.01% 303
2024
Q1 		– Sell
-2,938
Closed -$219K – 313
2023
Q4 		$219K Sell
2,938
-1,200
-29% -$80.5K 0.02% 267
2023
Q3 		$263K Buy
4,138
+198
+5% +$12.6K 0.02% 244
2023
Q2 		$252K Buy
+3,940
New +$253K 0.02% 247

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patten & Patten's RIO Position: Q4 2024 in Review

Patten & Patten sold out of Rio Tinto (RIO) in Q4 2024, closing a stake of 2,938 shares — an estimated $209K sold.

Patten & Patten first reported a position in RIO in Q2 2023 and held it in 4 quarters. The position peaked at $263K in Q3 2023. 753 funds tracked by Wall St. Rank hold RIO as of Q4 2024.

  • Patten & Patten reported no remaining Rio Tinto position as of Q4 2024 after selling out during the quarter.
  • Patten & Patten sold 2,938 Rio Tinto shares in Q4 2024, an estimated $209K.
  • Patten & Patten first reported a position in Rio Tinto in Q2 2023 and held it in 4 quarters.
  • Patten & Patten's Rio Tinto position peaked at $263K in Q3 2023.
  • 753 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.

Based on Patten & Patten's 13F filing for Q4 2024, filed 10 Feb 2025.