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Realta Investment Advisors’s Rio Tinto RIO Stock Holding History

Realta Investment 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
-3,237
Closed -$213K – 682
2024
Q2 		$213K Buy
+3,237
New +$220K 0.04% 380
2024
Q1 		– Sell
-2,766
Closed -$206K – 816
2023
Q4 		$206K Buy
+2,766
New +$186K 0.05% 406
2022
Q2 		– Sell
-2,532
Closed -$204K – 432
2022
Q1 		$204K Buy
+2,532
New +$192K 0.04% 395
2020
Q1 		– Sell
-709
Closed -$39K – 1153
2019
Q4 		$39K Sell
709
-69
-9% -$3.74K 0.01% 734
2019
Q3 		$40K Sell
778
-75
-9% -$4.07K 0.01% 728
2019
Q2 		$54K Buy
853
+248
+41% +$14.9K 0.02% 652
2019
Q1 		$36K Buy
+605
New +$33.3K 0.02% 633

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
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

Realta Investment Advisors's RIO Position: Q3 2024 in Review

Realta Investment Advisors sold out of Rio Tinto (RIO) in Q3 2024, closing a stake of 3,237 shares — an estimated $213K sold.

Realta Investment Advisors first reported a position in RIO in Q1 2019 and held it in 7 quarters. The position peaked at $213K in Q2 2024. 759 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

  • Realta Investment Advisors reported no remaining Rio Tinto position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 3,237 Rio Tinto shares in Q3 2024, an estimated $213K.
  • Realta Investment Advisors first reported a position in Rio Tinto in Q1 2019 and held it in 7 quarters.
  • Realta Investment Advisors's Rio Tinto position peaked at $213K in Q2 2024.
  • 759 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.