Trail Ridge Investment Advisors’s Rio Tinto RIO Stock Holding History

Trail Ridge Investment Advisors’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	-15,100	Closed	-$1.12M	–	113
2023 Q4	$1.12M	Hold	15,100	–	–	0.69%	44
2023 Q3	$961K	Hold	15,100	–	–	0.65%	47
2023 Q2	$964K	Hold	15,100	–	–	0.59%	52
2023 Q1	$1.04M	Hold	15,100	–	–	0.68%	49
2022 Q4	$1.08M	Hold	15,100	–	–	0.74%	46
2022 Q3	$977K	Sell	15,100 -2,016	-12%	-$116K	0.65%	50
2022 Q2	$1.04M	Hold	17,116	–	–	0.71%	47
2022 Q1	$1.38M	Hold	17,116	–	–	0.85%	39
2021 Q4	$1.15M	Buy	+17,116	New	+$1.11M	0.69%	47

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Trail Ridge Investment Advisors's RIO Position: Q1 2024 in Review

Trail Ridge Investment Advisors sold out of Rio Tinto (RIO) in Q1 2024, closing a stake of 15,100 shares — an estimated $1.12M sold.

Trail Ridge Investment Advisors first reported a position in RIO in Q4 2021 and held it in 9 quarters. The position peaked at $1.38M in Q1 2022. 751 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

Trail Ridge Investment Advisors reported no remaining Rio Tinto position as of Q1 2024 after selling out during the quarter.
Trail Ridge Investment Advisors sold 15,100 Rio Tinto shares in Q1 2024, an estimated $1.12M.
Trail Ridge Investment Advisors first reported a position in Rio Tinto in Q4 2021 and held it in 9 quarters.
Trail Ridge Investment Advisors's Rio Tinto position peaked at $1.38M in Q1 2022.
751 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.