CFM Wealth Partners’s Rio Tinto RIO Stock Holding History

CFM Wealth 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
2020 Q3	–	Sell	-315	Closed	-$17K	–	397
2020 Q2	$17K	Hold	315	–	–	0.01%	369
2020 Q1	$14K	Buy	+315	New	+$16.2K	0.01%	407

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

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Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

CFM Wealth Partners's RIO Position: Q3 2020 in Review

CFM Wealth Partners sold out of Rio Tinto (RIO) in Q3 2020, closing a stake of 315 shares — an estimated $17K sold.

CFM Wealth Partners first reported a position in RIO in Q1 2020 and held it in 2 quarters. The position peaked at $17K in Q2 2020. 454 funds tracked by Wall St. Rank hold RIO as of Q3 2020.

CFM Wealth Partners reported no remaining Rio Tinto position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 315 Rio Tinto shares in Q3 2020, an estimated $17K.
CFM Wealth Partners first reported a position in Rio Tinto in Q1 2020 and held it in 2 quarters.
CFM Wealth Partners's Rio Tinto position peaked at $17K in Q2 2020.
454 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.