PMFA
RIO icon

Plante Moran Financial Advisors’s Rio Tinto RIO Stock Holding History

Plante Moran Financial 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
2025
Q2 		– Sell
-125
Closed -$7.51K – 848
2025
Q1 		$7.51K Buy
+125
New +$7.7K ﹤0.01% 610
2024
Q4 		– Sell
-44
Closed -$3.13K – 979
2024
Q3 		$3.13K Buy
+44
New +$2.83K ﹤0.01% 727
2021
Q2 		– Hold
0
– – – 1074
2021
Q1 		– Sell
-13
Closed -$1.07K – 1117
2020
Q4 		$1K Buy
+13
New +$854 ﹤0.01% 849
2019
Q4 		– Sell
-121
Closed -$6K – 875
2019
Q3 		$6K Buy
+121
New +$6.57K ﹤0.01% 671
2018
Q2 		– Sell
-818
Closed -$42K – 941
2018
Q1 		$42K Buy
+818
New +$44.6K 0.02% 381
2017
Q1 		– Sell
-81
Closed -$3K – 1005
2016
Q4 		$3K Buy
+81
New +$2.97K ﹤0.01% 808

Other funds holding RIO

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 $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return