WMG Financial Advisors’s Rio Tinto RIO Stock Holding History

WMG Financial Advisors’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
2023 Q4	–	Sell	-3,960	Closed	-$252K	–	130
2023 Q3	$252K	Hold	3,960	–	–	0.21%	79
2023 Q2	$253K	Sell	3,960 -450	-10%	-$28.9K	0.19%	92
2023 Q1	$303K	Sell	4,410 -17,850	-80%	-$1.3M	0.25%	70
2022 Q4	$1.58M	Hold	22,260	–	–	1.35%	15
2022 Q3	$1.23M	Hold	22,260	–	–	1.11%	20
2022 Q2	$1.36M	Sell	22,260 -350	-2%	-$25.1K	1.18%	21
2022 Q1	$1.81M	Hold	22,610	–	–	1.33%	17
2021 Q4	$1.51M	Buy	+22,610	New	+$1.46M	1.18%	20

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

Neuberger Berman Group New York $131B AUM 28.36% 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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

WMG Financial Advisors's RIO Position: Q4 2023 in Review

WMG Financial Advisors sold out of Rio Tinto (RIO) in Q4 2023, closing a stake of 3,960 shares — an estimated $252K sold.

WMG Financial Advisors first reported a position in RIO in Q4 2021 and held it in 8 quarters. The position peaked at $1.81M in Q1 2022. 771 funds tracked by Wall St. Rank hold RIO as of Q4 2023.

WMG Financial Advisors reported no remaining Rio Tinto position as of Q4 2023 after selling out during the quarter.
WMG Financial Advisors sold 3,960 Rio Tinto shares in Q4 2023, an estimated $252K.
WMG Financial Advisors first reported a position in Rio Tinto in Q4 2021 and held it in 8 quarters.
WMG Financial Advisors's Rio Tinto position peaked at $1.81M in Q1 2022.
771 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2023.

Based on WMG Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.