Exencial Wealth Advisors’s Rio Tinto RIO Stock Holding History

Exencial 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
2022 Q1	–	Sell	-7,570	Closed	-$507K	–	488
2021 Q4	$507K	Buy	7,570 +1,659	+28%	+$107K	0.02%	307
2021 Q3	$395K	Buy	5,911 +802	+16%	+$62.6K	0.02%	262
2021 Q2	$429K	Buy	5,109 +2,060	+68%	+$177K	0.02%	334
2021 Q1	$237K	Buy	+3,049	New	+$250K	0.01%	389

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Exencial Wealth Advisors's RIO Position: Q1 2022 in Review

Exencial Wealth Advisors sold out of Rio Tinto (RIO) in Q1 2022, closing a stake of 7,570 shares — an estimated $507K sold.

Exencial Wealth Advisors first reported a position in RIO in Q1 2021 and held it in 4 quarters. The position peaked at $507K in Q4 2021. 681 funds tracked by Wall St. Rank hold RIO as of Q1 2022.

Exencial Wealth Advisors reported no remaining Rio Tinto position as of Q1 2022 after selling out during the quarter.
Exencial Wealth Advisors sold 7,570 Rio Tinto shares in Q1 2022, an estimated $507K.
Exencial Wealth Advisors first reported a position in Rio Tinto in Q1 2021 and held it in 4 quarters.
Exencial Wealth Advisors's Rio Tinto position peaked at $507K in Q4 2021.
681 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2022.

Based on Exencial Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.