Raleigh Capital Management’s Rio Tinto RIO Stock Holding History

Raleigh Capital Management’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 Q1	–	Sell	-381	Closed	-$22.4K	–	939
2024 Q4	$22.4K	Hold	381	–	–	0.01%	430
2024 Q3	$27.1K	Buy	381 +9	+2%	+$578	0.01%	400
2024 Q2	$24.5K	Buy	+372	New	+$25.3K	0.01%	403
2024 Q1	–	Sell	-126	Closed	-$9.38K	–	1144
2023 Q4	$9.38K	Sell	126 -60	-32%	-$4.03K	﹤0.01%	606
2023 Q3	$11.8K	Buy	186 +5	+3%	+$319	0.01%	476
2023 Q2	$11.5K	Buy	181 +61	+51%	+$3.92K	0.01%	453
2023 Q1	$8.26K	Hold	120	–	–	﹤0.01%	545
2022 Q4	$8.58K	Sell	120 -2	-2%	-$126	﹤0.01%	464
2022 Q3	$7K	Buy	122 +5	+4%	+$288	﹤0.01%	437
2022 Q2	$7K	Sell	117 -48	-29%	-$3.44K	﹤0.01%	406
2022 Q1	$13K	Buy	+165	New	+$12.5K	0.01%	333

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raleigh Capital Management's RIO Position: Q1 2025 in Review

Raleigh Capital Management sold out of Rio Tinto (RIO) in Q1 2025, closing a stake of 381 shares — an estimated $22.4K sold.

Raleigh Capital Management first reported a position in RIO in Q1 2022 and held it in 11 quarters. The position peaked at $27.1K in Q3 2024. 780 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

Raleigh Capital Management reported no remaining Rio Tinto position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 381 Rio Tinto shares in Q1 2025, an estimated $22.4K.
Raleigh Capital Management first reported a position in Rio Tinto in Q1 2022 and held it in 11 quarters.
Raleigh Capital Management's Rio Tinto position peaked at $27.1K in Q3 2024.
780 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.