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Sweet Financial Partners’s Rio Tinto RIO Stock Holding History

Sweet Financial Partners’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 		$926K Buy
13,014
+61
+0.5% +$3.92K 0.2% 85
2024
Q2 		$854K Buy
12,953
+91
+0.7% +$6.19K 0.2% 82
2024
Q1 		$820K Buy
12,862
+1,000
+8% +$67K 0.19% 87
2023
Q4 		$883K Hold
11,862
– – 0.21% 80
2023
Q3 		$755K Buy
11,862
+2,563
+28% +$163K 0.2% 78
2023
Q2 		$594K Buy
9,299
+78
+0.8% +$5.01K 0.16% 96
2023
Q1 		$633K Hold
9,221
– – 0.18% 90
2022
Q4 		$657K Hold
9,221
– – 0.19% 82
2022
Q3 		$508K Buy
9,221
+1,109
+14% +$63.9K 0.16% 89
2022
Q2 		$495K Buy
8,112
+98
+1% +$7.02K 0.16% 87
2022
Q1 		$644K Buy
8,014
+9
+0.1% +$683 0.17% 75
2021
Q4 		$536K Buy
+8,005
New +$518K 0.22% 63

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 $761B 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