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	0.15%	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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Sweet Financial Partners's RIO Position: Q3 2024 in Review

Sweet Financial Partners increased its Rio Tinto (RIO) stake by 0.47% in Q3 2024, buying an estimated $3.92K and bringing the position to 13,014 shares worth $926K. The position accounts for 0.2% of the portfolio, ranked #85.

Sweet Financial Partners first reported a position in RIO in Q4 2021 and has held it in 12 quarters since. 760 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

Sweet Financial Partners held 13,014 shares of Rio Tinto worth $926K as of Q3 2024.
Sweet Financial Partners bought 61 Rio Tinto shares in Q3 2024, an estimated $3.92K.
Rio Tinto made up 0.2% of Sweet Financial Partners's portfolio in Q3 2024, its #85 holding.
Sweet Financial Partners first reported a position in Rio Tinto in Q4 2021 and has held it in 12 quarters since.
760 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.