The Family Firm’s Rio Tinto RIO Stock Holding History

The Family Firm’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	-50	Closed	-$3.3K	–	700
2024 Q2	$3.3K	Buy	+50	New	+$3.4K	﹤0.01%	771

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

The Family Firm's RIO Position: Q3 2024 in Review

The Family Firm sold out of Rio Tinto (RIO) in Q3 2024, closing a stake of 50 shares — an estimated $3.3K sold.

The Family Firm first reported a position in RIO in Q2 2024 and held it in 1 quarter. The position peaked at $3.3K in Q2 2024. 759 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

The Family Firm reported no remaining Rio Tinto position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 50 Rio Tinto shares in Q3 2024, an estimated $3.3K.
The Family Firm first reported a position in Rio Tinto in Q2 2024 and held it in 1 quarter.
The Family Firm's Rio Tinto position peaked at $3.3K in Q2 2024.
759 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.