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HCR Wealth Advisors’s Rio Tinto RIO Stock Holding History

HCR 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
-7,130
Closed -$476K – 208
2021
Q3 		$476K Hold
7,130
– – 0.08% 139
2021
Q2 		$598K Hold
7,130
– – 0.1% 119
2021
Q1 		$554K Buy
+7,130
New +$585K 0.11% 120

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

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

HCR Wealth Advisors sold out of Rio Tinto (RIO) in Q4 2021, closing a stake of 7,130 shares — an estimated $476K sold.

HCR Wealth Advisors first reported a position in RIO in Q1 2021 and held it in 3 quarters. The position peaked at $598K in Q2 2021. 604 funds tracked by Wall St. Rank hold RIO as of Q4 2021.

  • HCR Wealth Advisors reported no remaining Rio Tinto position as of Q4 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 7,130 Rio Tinto shares in Q4 2021, an estimated $476K.
  • HCR Wealth Advisors first reported a position in Rio Tinto in Q1 2021 and held it in 3 quarters.
  • HCR Wealth Advisors's Rio Tinto position peaked at $598K in Q2 2021.
  • 604 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2021.

Based on HCR Wealth Advisors's 13F filing for Q4 2021, filed 4 Feb 2022.