Wintrust Investments’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $33K | Sell |
567
-1,413
| -71% | -$90.3K | 0.03% | 310 |
|
|
2024
Q3 | $140K | Sell |
1,980
-19,768
| -91% | -$1.27M | 0.1% | 168 |
|
|
2024
Q2 | $1.43M | Sell |
21,748
-1,633
| -7% | -$111K | 0.12% | 152 |
|
|
2024
Q1 | $1.49M | Sell |
23,381
-651
| -3% | -$43.6K | 0.13% | 146 |
|
|
2023
Q4 | $1.79M | Sell |
24,032
-2,305
| -9% | -$155K | 0.17% | 125 |
|
|
2023
Q3 | $1.65M | Sell |
26,337
-2,093
| -7% | -$134K | 0.17% | 124 |
|
|
2023
Q2 | $1.78M | Sell |
28,430
-964
| -3% | -$62K | 0.18% | 111 |
|
|
2023
Q1 | $1.95M | Buy |
29,394
+22,594
| +332% | +$1.64M | 0.25% | 76 |
|
|
2022
Q4 | $401K | Sell |
6,800
-24,294
| -78% | -$1.53M | 0.05% | 245 |
|
|
2022
Q3 | $1.74M | Sell |
31,094
-1,608
| -5% | -$92.7K | 0.22% | 88 |
|
|
2022
Q2 | $1.99M | Buy |
32,702
+2,455
| +8% | +$176K | 0.24% | 77 |
|
|
2022
Q1 | $2.29M | Sell |
30,247
-1,848
| -6% | -$140K | 0.22% | 81 |
|
|
2021
Q4 | $2.1M | Buy |
+32,095
| New | +$2.08M | 0.2% | 94 |
|
|
2021
Q3 | – | Sell |
-27,012
| Closed | -$2.27M | – | 380 |
|
|
2021
Q2 | $2.27M | Buy |
27,012
+3,952
| +17% | +$340K | 0.23% | 91 |
|
|
2021
Q1 | $1.79M | Buy |
23,060
+12,460
| +118% | +$1.02M | 0.19% | 110 |
|
|
2020
Q4 | $530K | Sell |
10,600
-15,700
| -60% | -$1.03M | 0.15% | 102 |
|
|
2020
Q3 | $1.47M | Buy |
26,300
+12,300
| +88% | +$754K | 0.2% | 99 |
|
|
2020
Q2 | $787K | Buy |
14,000
+6,100
| +77% | +$309K | 0.11% | 144 |
|
|
2020
Q1 | $360K | Buy |
7,900
+100
| +1% | +$5.13K | 0.06% | 215 |
|
|
2019
Q4 | $463K | Hold |
7,800
| – | – | 0.06% | 218 |
|
|
2019
Q3 | $406K | Sell |
7,800
-350
| -4% | -$19K | 0.06% | 233 |
|
|
2019
Q2 | $508K | Sell |
8,150
-600
| -7% | -$36K | 0.08% | 196 |
|
|
2019
Q1 | $515K | Buy |
8,750
+400
| +5% | +$22K | 0.08% | 198 |
|
|
2018
Q4 | $405K | Buy |
8,350
+750
| +10% | +$36.6K | 0.08% | 215 |
|
|
2018
Q3 | $388K | Buy |
7,600
+250
| +3% | +$12.7K | 0.06% | 245 |
|
|
2018
Q2 | $408K | Sell |
7,350
-1,000
| -12% | -$56K | 0.07% | 237 |
|
|
2018
Q1 | $430K | Hold |
8,350
| – | – | 0.11% | 159 |
|
|
2017
Q4 | $442K | Sell |
8,350
-300
| -3% | -$14.6K | 0.1% | 179 |
|
|
2017
Q3 | $408K | Hold |
8,650
| – | – | 0.1% | 186 |
|
|
2017
Q2 | $366K | Sell |
8,650
-800
| -8% | -$32.1K | 0.1% | 203 |
|
|
2017
Q1 | $384K | Buy |
+9,450
| New | +$402K | 0.11% | 191 |
|
Other funds holding RIO
Wintrust Investments's RIO Position: Q4 2024 in Review
Wintrust Investments reduced its Rio Tinto (RIO) stake by 71% in Q4 2024, selling an estimated $90.3K and leaving 567 shares worth $33K. The position accounts for 0.03% of the portfolio, ranked #310.
Wintrust Investments first reported a position in RIO in Q1 2017 and has held it in 31 quarters since. The position peaked at $2.29M in Q1 2022. 754 funds tracked by Wall St. Rank hold RIO as of Q4 2024.
- Wintrust Investments held 567 shares of Rio Tinto worth $33K as of Q4 2024.
- Wintrust Investments sold 1,413 Rio Tinto shares in Q4 2024, an estimated $90.3K.
- Rio Tinto made up 0.03% of Wintrust Investments's portfolio in Q4 2024, its #310 holding.
- Wintrust Investments first reported a position in Rio Tinto in Q1 2017 and has held it in 31 quarters since.
- Wintrust Investments's Rio Tinto position peaked at $2.29M in Q1 2022.
- 754 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.
Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.