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WR Wealth Planners’s Rio Tinto RIO Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-92
Closed -$6.55K – 1175
2024
Q3 		$6.55K Hold
92
– – ﹤0.01% 697
2024
Q2 		$6.07K Hold
92
– – ﹤0.01% 684
2024
Q1 		$5.86K Buy
+92
New +$6.16K ﹤0.01% 688
2023
Q4 		– Sell
-40
Closed -$2.55K – 705
2023
Q3 		$2.55K Hold
40
– – ﹤0.01% 747
2023
Q2 		$2.55K Buy
+40
New +$2.57K ﹤0.01% 749

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WR Wealth Planners's RIO Position: Q4 2024 in Review

WR Wealth Planners sold out of Rio Tinto (RIO) in Q4 2024, closing a stake of 92 shares — an estimated $6.55K sold.

WR Wealth Planners first reported a position in RIO in Q2 2023 and held it in 5 quarters. The position peaked at $6.55K in Q3 2024. 754 funds tracked by Wall St. Rank hold RIO as of Q4 2024.

  • WR Wealth Planners reported no remaining Rio Tinto position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 92 Rio Tinto shares in Q4 2024, an estimated $6.55K.
  • WR Wealth Planners first reported a position in Rio Tinto in Q2 2023 and held it in 5 quarters.
  • WR Wealth Planners's Rio Tinto position peaked at $6.55K in Q3 2024.
  • 754 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.