White Lighthouse Investment Management’s Rio Tinto RIO Stock Holding History

White Lighthouse Investment 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 Q1	–	Sell	-3,000	Closed	-$223K	–	122
2023 Q4	$223K	Buy	+3,000	New	+$201K	0.05%	120
2023 Q2	–	Sell	-3,000	Closed	-$206K	–	116
2023 Q1	$206K	Hold	3,000	–	–	0.05%	113
2022 Q4	$214K	Buy	+3,000	New	+$188K	0.06%	108
2022 Q2	–	Sell	-3,000	Closed	-$241K	–	115
2022 Q1	$241K	Hold	3,000	–	–	0.06%	106
2021 Q4	$201K	Hold	3,000	–	–	0.05%	113
2021 Q3	$200K	Buy	+3,000	New	+$234K	0.05%	114

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

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

White Lighthouse Investment Management's RIO Position: Q1 2024 in Review

White Lighthouse Investment Management sold out of Rio Tinto (RIO) in Q1 2024, closing a stake of 3,000 shares — an estimated $223K sold.

White Lighthouse Investment Management first reported a position in RIO in Q3 2021 and held it in 6 quarters. The position peaked at $241K in Q1 2022. 751 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

White Lighthouse Investment Management reported no remaining Rio Tinto position as of Q1 2024 after selling out during the quarter.
White Lighthouse Investment Management sold 3,000 Rio Tinto shares in Q1 2024, an estimated $223K.
White Lighthouse Investment Management first reported a position in Rio Tinto in Q3 2021 and held it in 6 quarters.
White Lighthouse Investment Management's Rio Tinto position peaked at $241K in Q1 2022.
751 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on White Lighthouse Investment Management's 13F filing for Q1 2024, filed 7 May 2024.