West Branch Capital’s Rio Tinto RIO Stock Holding History

West Branch Capital’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 Q4	–	Sell	-2	Closed	-$139	–	608
2024 Q3	$139	Buy	+2	New	+$128	﹤0.01%	503

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

West Branch Capital's RIO Position: Q4 2024 in Review

West Branch Capital sold out of Rio Tinto (RIO) in Q4 2024, closing a stake of 2 shares — an estimated $139 sold.

West Branch Capital first reported a position in RIO in Q3 2024 and held it in 1 quarter. The position peaked at $139 in Q3 2024. 753 funds tracked by Wall St. Rank hold RIO as of Q4 2024.

West Branch Capital reported no remaining Rio Tinto position as of Q4 2024 after selling out during the quarter.
West Branch Capital sold 2 Rio Tinto shares in Q4 2024, an estimated $139.
West Branch Capital first reported a position in Rio Tinto in Q3 2024 and held it in 1 quarter.
West Branch Capital's Rio Tinto position peaked at $139 in Q3 2024.
753 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.