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Williams Jones Wealth Management’s Rio Tinto RIO Stock Holding History

Williams Jones 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
Q3 		– Sell
-7,100
Closed -$468K – 553
2024
Q2 		$468K Sell
7,100
-450
-6% -$30.6K 0.01% 361
2024
Q1 		$481K Sell
7,550
-36,446
-83% -$2.44M 0.01% 359
2023
Q4 		$3.28M Buy
43,996
+2,770
+7% +$186K 0.05% 152
2023
Q3 		$2.62M Sell
41,226
-7,880
-16% -$503K 0.04% 167
2023
Q2 		$3.13M Sell
49,106
-26,511
-35% -$1.7M 0.05% 158
2023
Q1 		$5.19M Buy
75,617
+19,442
+35% +$1.41M 0.08% 133
2022
Q4 		$4M Buy
56,175
+376
+0.7% +$23.6K 0.07% 147
2022
Q3 		$3.07M Sell
55,799
-53,044
-49% -$3.06M 0.05% 160
2022
Q2 		$6.64M Buy
108,843
+23,808
+28% +$1.71M 0.11% 125
2022
Q1 		$6.84M Buy
85,035
+38,087
+81% +$2.89M 0.1% 127
2021
Q4 		$3.14M Sell
46,948
-10,237
-18% -$663K 0.04% 167
2021
Q3 		$3.82M Buy
57,185
+7,490
+15% +$584K 0.05% 153
2021
Q2 		$4.17M Buy
49,695
+26,977
+119% +$2.32M 0.06% 149
2021
Q1 		$1.76M Buy
22,718
+18,118
+394% +$1.49M 0.03% 199
2020
Q4 		$346K Buy
+4,600
New +$302K 0.01% 349

Other funds holding RIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Williams Jones Wealth Management's RIO Position: Q3 2024 in Review

Williams Jones Wealth Management sold out of Rio Tinto (RIO) in Q3 2024, closing a stake of 7,100 shares — an estimated $468K sold.

Williams Jones Wealth Management first reported a position in RIO in Q4 2020 and held it in 15 quarters. The position peaked at $6.84M in Q1 2022. 760 funds tracked by Wall St. Rank hold RIO as of Q3 2024.

  • Williams Jones Wealth Management reported no remaining Rio Tinto position as of Q3 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 7,100 Rio Tinto shares in Q3 2024, an estimated $468K.
  • Williams Jones Wealth Management first reported a position in Rio Tinto in Q4 2020 and held it in 15 quarters.
  • Williams Jones Wealth Management's Rio Tinto position peaked at $6.84M in Q1 2022.
  • 760 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2024.

Based on Williams Jones Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.