WS
RIO icon

Wela Strategies’s Rio Tinto RIO Stock Holding History

Wela Strategies’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
-6,264
Closed -$413K – 54
2024
Q2 		$413K Buy
6,264
+112
+2% +$7.62K 0.19% 39
2024
Q1 		$392K Buy
6,152
+137
+2% +$9.17K 0.19% 43
2023
Q4 		$448K Buy
6,015
+224
+4% +$15K 0.24% 33
2023
Q3 		$369K Buy
5,791
+663
+13% +$42.3K 0.22% 34
2023
Q2 		$327K Buy
5,128
+33
+0.6% +$2.12K 0.25% 34
2023
Q1 		$350K Buy
+5,095
New +$370K 0.19% 39

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wela Strategies's RIO Position: Q3 2024 in Review

Wela Strategies sold out of Rio Tinto (RIO) in Q3 2024, closing a stake of 6,264 shares — an estimated $413K sold.

Wela Strategies first reported a position in RIO in Q1 2023 and held it in 6 quarters. The position peaked at $448K in Q4 2023. 759 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

  • Wela Strategies reported no remaining Rio Tinto position as of Q3 2024 after selling out during the quarter.
  • Wela Strategies sold 6,264 Rio Tinto shares in Q3 2024, an estimated $413K.
  • Wela Strategies first reported a position in Rio Tinto in Q1 2023 and held it in 6 quarters.
  • Wela Strategies's Rio Tinto position peaked at $448K in Q4 2023.
  • 759 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on Wela Strategies's 13F filing for Q3 2024, filed 17 Oct 2024.