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Schechter Investment Advisors’s Rio Tinto RIO Stock Holding History

Schechter 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
2025
Q1 		$471K Sell
7,836
-2,044
-21% -$126K 0.04% 380
2024
Q4 		$581K Sell
9,880
-122
-1% -$7.79K 0.04% 356
2024
Q3 		$712K Buy
10,002
+214
+2% +$13.7K 0.05% 318
2024
Q2 		$645K Buy
9,788
+820
+9% +$55.8K 0.05% 320
2024
Q1 		$572K Sell
8,968
-452
-5% -$30.3K 0.04% 351
2023
Q4 		$701K Buy
9,420
+688
+8% +$46.2K 0.06% 290
2023
Q3 		$556K Buy
8,732
+858
+11% +$54.7K 0.05% 322
2023
Q2 		$503K Sell
7,874
-893
-10% -$57.4K 0.05% 385
2023
Q1 		$601K Buy
8,767
+249
+3% +$18.1K 0.06% 372
2022
Q4 		$606K Buy
8,518
+1,612
+23% +$101K 0.06% 443
2022
Q3 		$380K Sell
6,906
-2,249
-25% -$130K 0.04% 602
2022
Q2 		$558K Sell
9,155
-772
-8% -$55.3K 0.05% 495
2022
Q1 		$798K Buy
9,927
+1,103
+13% +$83.7K 0.07% 387
2021
Q4 		$590K Buy
+8,824
New +$571K 0.05% 461

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources
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
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

Schechter Investment Advisors's RIO Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Rio Tinto (RIO) stake by 21% in Q1 2025, selling an estimated $126K and leaving 7,836 shares worth $471K. The position accounts for 0.04% of the portfolio, ranked #380.

Schechter Investment Advisors first reported a position in RIO in Q4 2021 and has held it in 14 quarters since. The position peaked at $798K in Q1 2022. 780 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

  • Schechter Investment Advisors held 7,836 shares of Rio Tinto worth $471K as of Q1 2025.
  • Schechter Investment Advisors sold 2,044 Rio Tinto shares in Q1 2025, an estimated $126K.
  • Rio Tinto made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #380 holding.
  • Schechter Investment Advisors first reported a position in Rio Tinto in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Rio Tinto position peaked at $798K in Q1 2022.
  • 780 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.