Sugarloaf Wealth Management’s Rio Tinto RIO Stock Holding History

Sugarloaf Wealth 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
2024 Q3	–	Sell	-37	Closed	-$2.44K	–	710
2024 Q2	$2.44K	Hold	37	–	–	﹤0.01%	577
2024 Q1	$2.36K	Hold	37	–	–	﹤0.01%	586
2023 Q4	$2.75K	Hold	37	–	–	﹤0.01%	584
2023 Q3	$2.35K	Hold	37	–	–	﹤0.01%	593
2023 Q2	$2.36K	Hold	37	–	–	﹤0.01%	604
2023 Q1	$2.54K	Hold	37	–	–	﹤0.01%	602
2022 Q4	$2.63K	Hold	37	–	–	﹤0.01%	645
2022 Q3	$3K	Hold	37	–	–	﹤0.01%	680
2022 Q2	$2K	Hold	37	–	–	﹤0.01%	709
2022 Q1	$3K	Hold	37	–	–	﹤0.01%	620
2021 Q4	$2K	Hold	37	–	–	﹤0.01%	685
2021 Q3	$2K	Hold	37	–	–	﹤0.01%	692
2021 Q2	$3K	Hold	37	–	–	﹤0.01%	654
2021 Q1	$3	Hold	37	–	–	﹤0.01%	643
2020 Q4	$3K	Hold	37	–	–	﹤0.01%	609
2020 Q3	$2K	Hold	37	–	–	﹤0.01%	620
2020 Q2	$2K	Hold	37	–	–	﹤0.01%	614
2020 Q1	$2K	Hold	37	–	–	﹤0.01%	610
2019 Q4	$2K	Buy	+37	New	+$2.01K	﹤0.01%	644

Other funds holding RIO

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Sugarloaf Wealth Management's RIO Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of Rio Tinto (RIO) in Q3 2024, closing a stake of 37 shares — an estimated $2.44K sold.

Sugarloaf Wealth Management first reported a position in RIO in Q4 2019 and held it in 19 quarters. The position peaked at $3K in Q3 2022. 759 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

Sugarloaf Wealth Management reported no remaining Rio Tinto position as of Q3 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 37 Rio Tinto shares in Q3 2024, an estimated $2.44K.
Sugarloaf Wealth Management first reported a position in Rio Tinto in Q4 2019 and held it in 19 quarters.
Sugarloaf Wealth Management's Rio Tinto position peaked at $3K in Q3 2022.
759 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.