Concord Wealth Partners’s Rio Tinto RIO Stock Holding History

Concord 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
2022 Q1	–	Sell	-68	Closed	-$5K	–	1362
2021 Q4	$5K	Buy	+68	New	+$4.4K	﹤0.01%	960

Other funds holding RIO

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

Concord Wealth Partners's RIO Position: Q1 2022 in Review

Concord Wealth Partners sold out of Rio Tinto (RIO) in Q1 2022, closing a stake of 68 shares — an estimated $5K sold.

Concord Wealth Partners first reported a position in RIO in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 681 funds tracked by Wall St. Rank hold RIO as of Q1 2022.

Concord Wealth Partners reported no remaining Rio Tinto position as of Q1 2022 after selling out during the quarter.
Concord Wealth Partners sold 68 Rio Tinto shares in Q1 2022, an estimated $5K.
Concord Wealth Partners first reported a position in Rio Tinto in Q4 2021 and held it in 1 quarter.
Concord Wealth Partners's Rio Tinto position peaked at $5K in Q4 2021.
681 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.