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Planned Solutions’s Rio Tinto RIO Stock Holding History

Planned Solutions’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
-3,587
Closed -$255K – 514
2024
Q3 		$255K Buy
3,587
+290
+9% +$18.6K 0.1% 93
2024
Q2 		$217K Buy
+3,297
New +$224K 0.11% 89
2024
Q1 		– Sell
-2,797
Closed -$208K – 443
2023
Q4 		$208K Buy
+2,797
New +$188K 0.1% 79
2021
Q1 		– Sell
-1,000
Closed -$75K – 329
2020
Q4 		$75K Hold
1,000
– – 0.06% 138
2020
Q3 		$60K Buy
+1,000
New +$61.3K 0.06% 127

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

Planned Solutions's RIO Position: Q4 2024 in Review

Planned Solutions sold out of Rio Tinto (RIO) in Q4 2024, closing a stake of 3,587 shares — an estimated $255K sold.

Planned Solutions first reported a position in RIO in Q3 2020 and held it in 5 quarters. The position peaked at $255K in Q3 2024. 754 funds tracked by Wall St. Rank hold RIO as of Q4 2024.

  • Planned Solutions reported no remaining Rio Tinto position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 3,587 Rio Tinto shares in Q4 2024, an estimated $255K.
  • Planned Solutions first reported a position in Rio Tinto in Q3 2020 and held it in 5 quarters.
  • Planned Solutions's Rio Tinto position peaked at $255K in Q3 2024.
  • 754 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.