Blue Chip Partners’s Rio Tinto RIO Stock Holding History

Blue Chip Partners’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	-2,508	Closed	-$168K	–	177
2021 Q3	$168K	Buy	2,508 +192	+8%	+$15K	0.02%	140
2021 Q2	$194K	Buy	2,316 +106	+5%	+$9.11K	0.03%	124
2021 Q1	$172K	Buy	+2,210	New	+$181K	0.03%	128

Other funds holding RIO

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

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

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

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 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

Blue Chip Partners's RIO Position: Q4 2021 in Review

Blue Chip Partners sold out of Rio Tinto (RIO) in Q4 2021, closing a stake of 2,508 shares — an estimated $168K sold.

Blue Chip Partners first reported a position in RIO in Q1 2021 and held it in 3 quarters. The position peaked at $194K in Q2 2021. 604 funds tracked by Wall St. Rank hold RIO as of Q4 2021.

Blue Chip Partners reported no remaining Rio Tinto position as of Q4 2021 after selling out during the quarter.
Blue Chip Partners sold 2,508 Rio Tinto shares in Q4 2021, an estimated $168K.
Blue Chip Partners first reported a position in Rio Tinto in Q1 2021 and held it in 3 quarters.
Blue Chip Partners's Rio Tinto position peaked at $194K in Q2 2021.
604 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2021.

Based on Blue Chip Partners's 13F filing for Q4 2021, filed 8 Feb 2022.