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WealthPLAN Partners’s Rio Tinto RIO Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-724
Closed -$46.2K – 964
2023
Q2 		$46.2K Sell
724
-23
-3% -$1.48K 0.01% 526
2023
Q1 		$51.2K Buy
+747
New +$54.2K 0.01% 547

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State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

WealthPLAN Partners's RIO Position: Q3 2023 in Review

WealthPLAN Partners sold out of Rio Tinto (RIO) in Q3 2023, closing a stake of 724 shares — an estimated $46.2K sold.

WealthPLAN Partners first reported a position in RIO in Q1 2023 and held it in 2 quarters. The position peaked at $51.2K in Q1 2023. 713 funds tracked by Wall St. Rank hold RIO as of Q3 2023.

  • WealthPLAN Partners reported no remaining Rio Tinto position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 724 Rio Tinto shares in Q3 2023, an estimated $46.2K.
  • WealthPLAN Partners first reported a position in Rio Tinto in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Rio Tinto position peaked at $51.2K in Q1 2023.
  • 713 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.