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Evolution Wealth Advisors’s Rio Tinto RIO Stock Holding History

Evolution Wealth Advisors’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
-545
Closed -$36K – 525
2021
Q3 		$36K Buy
+545
New +$42.5K 0.01% 247
2020
Q1 		– Sell
-137
Closed -$8K – 580
2019
Q4 		$8K Buy
+137
New +$7.43K ﹤0.01% 338

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

Evolution Wealth Advisors's RIO Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Rio Tinto (RIO) in Q4 2021, closing a stake of 545 shares — an estimated $36K sold.

Evolution Wealth Advisors first reported a position in RIO in Q4 2019 and held it in 2 quarters. The position peaked at $36K in Q3 2021. 604 funds tracked by Wall St. Rank hold RIO as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Rio Tinto position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 545 Rio Tinto shares in Q4 2021, an estimated $36K.
  • Evolution Wealth Advisors first reported a position in Rio Tinto in Q4 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's Rio Tinto position peaked at $36K in Q3 2021.
  • 604 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.