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Endurance Wealth Management’s Rio Tinto RIO Stock Holding History

Endurance Wealth Management’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 		– Sell
-13,000
Closed -$1.09M – 646
2021
Q2 		$1.09M Buy
13,000
+12,000
+1,200% +$1.03M 0.12% 114
2021
Q1 		$78K Buy
+1,000
New +$82K 0.01% 306

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Endurance Wealth Management's RIO Position: Q3 2021 in Review

Endurance Wealth Management sold out of Rio Tinto (RIO) in Q3 2021, closing a stake of 13,000 shares — an estimated $1.09M sold.

Endurance Wealth Management first reported a position in RIO in Q1 2021 and held it in 2 quarters. The position peaked at $1.09M in Q2 2021. 577 funds tracked by Wall St. Rank hold RIO as of Q3 2021.

  • Endurance Wealth Management reported no remaining Rio Tinto position as of Q3 2021 after selling out during the quarter.
  • Endurance Wealth Management sold 13,000 Rio Tinto shares in Q3 2021, an estimated $1.09M.
  • Endurance Wealth Management first reported a position in Rio Tinto in Q1 2021 and held it in 2 quarters.
  • Endurance Wealth Management's Rio Tinto position peaked at $1.09M in Q2 2021.
  • 577 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2021.

Based on Endurance Wealth Management's 13F filing for Q3 2021, filed 28 Oct 2021.