Western Pacific Wealth Management’s Rio Tinto RIO Stock Holding History

Western Pacific Wealth Management’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	-1,169	Closed	-$83.2K	–	257
2024 Q3	$83.2K	Hold	1,169	–	–	0.06%	137
2024 Q2	$77.1K	Hold	1,169	–	–	0.06%	119
2024 Q1	$74.5K	Hold	1,169	–	–	0.05%	119
2023 Q4	$87K	Buy	1,169 +233	+25%	+$15.6K	0.06%	104
2023 Q3	$59.6K	Sell	936 -231	-20%	-$14.7K	0.05%	122
2023 Q2	$74.5K	Hold	1,167	–	–	0.06%	109
2023 Q1	$80.1K	Hold	1,167	–	–	0.06%	99
2022 Q4	$83.1K	Buy	1,167 +496	+74%	+$31.2K	0.07%	87
2022 Q3	$36K	Buy	+671	New	+$38.7K	0.04%	126

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

Western Pacific Wealth Management's RIO Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of Rio Tinto (RIO) in Q4 2024, closing a stake of 1,169 shares — an estimated $83.2K sold.

Western Pacific Wealth Management first reported a position in RIO in Q3 2022 and held it in 9 quarters. The position peaked at $87K in Q4 2023. 753 funds tracked by Wall St. Rank hold RIO as of Q4 2024.

Western Pacific Wealth Management reported no remaining Rio Tinto position as of Q4 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 1,169 Rio Tinto shares in Q4 2024, an estimated $83.2K.
Western Pacific Wealth Management first reported a position in Rio Tinto in Q3 2022 and held it in 9 quarters.
Western Pacific Wealth Management's Rio Tinto position peaked at $87K in Q4 2023.
753 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.