San Luis Wealth Advisors’s Rio Tinto RIO Stock Holding History

San Luis Wealth 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 Q1	–	Sell	-12,602	Closed	-$741K	–	158
2024 Q4	$741K	Buy	12,602 +2,023	+19%	+$129K	0.14%	79
2024 Q3	$753K	Buy	10,579 +6,025	+132%	+$387K	0.16%	63
2024 Q2	$300K	Buy	+4,554	New	+$310K	0.07%	98

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

San Luis Wealth Advisors's RIO Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of Rio Tinto (RIO) in Q1 2025, closing a stake of 12,602 shares — an estimated $741K sold.

San Luis Wealth Advisors first reported a position in RIO in Q2 2024 and held it in 3 quarters. The position peaked at $753K in Q3 2024. 780 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

San Luis Wealth Advisors reported no remaining Rio Tinto position as of Q1 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 12,602 Rio Tinto shares in Q1 2025, an estimated $741K.
San Luis Wealth Advisors first reported a position in Rio Tinto in Q2 2024 and held it in 3 quarters.
San Luis Wealth Advisors's Rio Tinto position peaked at $753K in Q3 2024.
780 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.