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Engrave Wealth Partners’s Rio Tinto RIO Stock Holding History

Engrave 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
-400
Closed -$22K – 342
2020
Q2 		$22K Hold
400
– – 0.02% 171
2020
Q1 		$18K Hold
400
– – 0.02% 162
2019
Q4 		$23K Buy
+400
New +$21.7K 0.02% 202

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

Engrave Wealth Partners sold out of Rio Tinto (RIO) in Q3 2020, closing a stake of 400 shares — an estimated $22K sold.

Engrave Wealth Partners first reported a position in RIO in Q4 2019 and held it in 3 quarters. The position peaked at $23K in Q4 2019. 454 funds tracked by Wall St. Rank hold RIO as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Rio Tinto position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 400 Rio Tinto shares in Q3 2020, an estimated $22K.
  • Engrave Wealth Partners first reported a position in Rio Tinto in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Rio Tinto position peaked at $23K in Q4 2019.
  • 454 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.