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Tradition Wealth Management’s Rio Tinto RIO Stock Holding History

Tradition 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
Q1 		– Sell
-351
Closed -$26K – 1006
2023
Q4 		$26K Hold
351
– – ﹤0.01% 779
2023
Q3 		$22K Sell
351
-37
-10% -$2.36K ﹤0.01% 823
2023
Q2 		$25K Buy
388
+46
+13% +$2.96K ﹤0.01% 824
2023
Q1 		$23K Hold
342
– – ﹤0.01% 805
2022
Q4 		$24K Hold
342
– – ﹤0.01% 714
2022
Q3 		$19K Buy
342
+7
+2% +$403 ﹤0.01% 773
2022
Q2 		$20K Buy
335
+135
+68% +$9.68K ﹤0.01% 647
2022
Q1 		$16K Hold
200
– – ﹤0.01% 780
2021
Q4 		$13K Buy
+200
New +$12.9K ﹤0.01% 848

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

Tradition Wealth Management's RIO Position: Q1 2024 in Review

Tradition Wealth Management sold out of Rio Tinto (RIO) in Q1 2024, closing a stake of 351 shares — an estimated $26K sold.

Tradition Wealth Management first reported a position in RIO in Q4 2021 and held it in 9 quarters. The position peaked at $26K in Q4 2023. 751 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

  • Tradition Wealth Management reported no remaining Rio Tinto position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 351 Rio Tinto shares in Q1 2024, an estimated $26K.
  • Tradition Wealth Management first reported a position in Rio Tinto in Q4 2021 and held it in 9 quarters.
  • Tradition Wealth Management's Rio Tinto position peaked at $26K in Q4 2023.
  • 751 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.