Berman Capital Advisors’s Rio Tinto RIO Stock Holding History

Berman 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 Q3	$26K	Buy	397 +48	+14%	+$3.75K	﹤0.01%	899
2021 Q2	$29K	Buy	349 +13	+4%	+$1.12K	﹤0.01%	779
2021 Q1	$26K	Buy	336 +44	+15%	+$3.61K	0.01%	705
2020 Q4	$21K	Hold	292	–	–	0.01%	664
2020 Q3	$17K	Buy	292 +1	+0.3%	+$61	﹤0.01%	644
2020 Q2	$15K	Buy	291 +124	+74%	+$6.28K	﹤0.01%	631
2020 Q1	$7K	Sell	167 -30	-15%	-$1.54K	﹤0.01%	796
2019 Q4	$11K	Buy	197 +1	+0.5%	+$54	﹤0.01%	718
2019 Q3	$10K	Sell	196 -31	-14%	-$1.68K	﹤0.01%	722
2019 Q2	$14K	Buy	227 +61	+37%	+$3.65K	﹤0.01%	622
2019 Q1	$9K	Sell	166 -368	-69%	-$20.2K	﹤0.01%	701
2018 Q4	$25K	Buy	+534	New	+$26.1K	0.01%	347

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Berman Capital Advisors's RIO Position: Q3 2021 in Review

Berman Capital Advisors increased its Rio Tinto (RIO) stake by 14% in Q3 2021, buying an estimated $3.75K and bringing the position to 397 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Berman Capital Advisors first reported a position in RIO in Q4 2018 and has held it in 12 quarters since. The position peaked at $29K in Q2 2021. 578 funds tracked by Wall St. Rank hold RIO as of Q3 2021.

Berman Capital Advisors held 397 shares of Rio Tinto worth $26K as of Q3 2021.
Berman Capital Advisors bought 48 Rio Tinto shares in Q3 2021, an estimated $3.75K.
Rio Tinto made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #899 holding.
Berman Capital Advisors first reported a position in Rio Tinto in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Rio Tinto position peaked at $29K in Q2 2021.
578 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.