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Aptus Capital Advisors’s Rio Tinto RIO Stock Holding History

Aptus Capital 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
2021
Q4 		– Sell
-14,793
Closed -$988K – 582
2021
Q3 		$988K Buy
14,793
+1,512
+11% +$118K 0.03% 246
2021
Q2 		$1.11M Buy
13,281
+1,188
+10% +$102K 0.03% 220
2021
Q1 		$939K Buy
+12,093
New +$992K 0.03% 218

Other funds holding RIO

Fisher Asset Management
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aptus Capital Advisors's RIO Position: Q4 2021 in Review

Aptus Capital Advisors sold out of Rio Tinto (RIO) in Q4 2021, closing a stake of 14,793 shares — an estimated $988K sold.

Aptus Capital Advisors first reported a position in RIO in Q1 2021 and held it in 3 quarters. The position peaked at $1.11M in Q2 2021. 604 funds tracked by Wall St. Rank hold RIO as of Q4 2021.

  • Aptus Capital Advisors reported no remaining Rio Tinto position as of Q4 2021 after selling out during the quarter.
  • Aptus Capital Advisors sold 14,793 Rio Tinto shares in Q4 2021, an estimated $988K.
  • Aptus Capital Advisors first reported a position in Rio Tinto in Q1 2021 and held it in 3 quarters.
  • Aptus Capital Advisors's Rio Tinto position peaked at $1.11M in Q2 2021.
  • 604 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2021.

Based on Aptus Capital Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.