WJWM
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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 $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