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Sound View Wealth Advisors Group’s Rio Tinto RIO Stock Holding History

Sound View Wealth Advisors Group’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
Q1 		– Sell
-3,721
Closed -$277K – 391
2023
Q4 		$277K Buy
+3,721
New +$250K 0.03% 321
2023
Q3 		– Sell
-5,371
Closed -$343K – 377
2023
Q2 		$343K Buy
5,371
+1,201
+29% +$77.2K 0.04% 271
2023
Q1 		$286K Buy
4,170
+449
+12% +$32.6K 0.04% 287
2022
Q4 		$277K Buy
+3,721
New +$234K 0.03% 321

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sound View Wealth Advisors Group's RIO Position: Q1 2024 in Review

Sound View Wealth Advisors Group sold out of Rio Tinto (RIO) in Q1 2024, closing a stake of 3,721 shares — an estimated $277K sold.

Sound View Wealth Advisors Group first reported a position in RIO in Q4 2022 and held it in 4 quarters. The position peaked at $343K in Q2 2023. 751 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

  • Sound View Wealth Advisors Group reported no remaining Rio Tinto position as of Q1 2024 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 3,721 Rio Tinto shares in Q1 2024, an estimated $277K.
  • Sound View Wealth Advisors Group first reported a position in Rio Tinto in Q4 2022 and held it in 4 quarters.
  • Sound View Wealth Advisors Group's Rio Tinto position peaked at $343K in Q2 2023.
  • 751 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2024, filed 9 May 2024.