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Transcendent Capital Group’s Rio Tinto RIO Stock Holding History

Transcendent Capital Group’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
2025
Q1 		– Sell
-1,373
Closed -$80.7K – 335
2024
Q4 		$80.7K Hold
1,373
– – 0.04% 149
2024
Q3 		$97.7K Hold
1,373
– – 0.05% 153
2024
Q2 		$90.5K Hold
1,373
– – 0.05% 139
2024
Q1 		$87.5K Buy
+1,373
New +$91.9K 0.05% 146

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Transcendent Capital Group's RIO Position: Q1 2025 in Review

Transcendent Capital Group sold out of Rio Tinto (RIO) in Q1 2025, closing a stake of 1,373 shares — an estimated $80.7K sold.

Transcendent Capital Group first reported a position in RIO in Q1 2024 and held it in 4 quarters. The position peaked at $97.7K in Q3 2024. 780 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

  • Transcendent Capital Group reported no remaining Rio Tinto position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 1,373 Rio Tinto shares in Q1 2025, an estimated $80.7K.
  • Transcendent Capital Group first reported a position in Rio Tinto in Q1 2024 and held it in 4 quarters.
  • Transcendent Capital Group's Rio Tinto position peaked at $97.7K in Q3 2024.
  • 780 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.