Institute for Wealth Management’s Rio Tinto RIO Stock Holding History

Institute for 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	-3,024	Closed	-$254K	–	501
2021 Q2	$254K	Sell	3,024 -1,108	-27%	-$95.2K	0.04%	414
2021 Q1	$321K	Sell	4,132 -1,559	-27%	-$128K	0.06%	348
2020 Q4	$428K	Sell	5,691 -829	-13%	-$54.4K	0.09%	282
2020 Q3	$394K	Sell	6,520 -1,259	-16%	-$77.2K	0.09%	267
2020 Q2	$437K	Sell	7,779 -455	-6%	-$23.1K	0.11%	261
2020 Q1	$375K	Sell	8,234 -1,807	-18%	-$92.7K	0.12%	239
2019 Q4	$596K	Sell	10,041 -650	-6%	-$35.3K	0.13%	219
2019 Q3	$557K	Sell	10,691 -2,324	-18%	-$126K	0.14%	216
2019 Q2	$811K	Buy	13,015 +6,312	+94%	+$378K	0.18%	170
2019 Q1	$396K	Buy	+6,703	New	+$369K	0.09%	284
2018 Q4	–	Sell	-10,440	Closed	-$538K	–	327
2018 Q3	$538K	Sell	10,440 -8,512	-45%	-$434K	0.18%	156
2018 Q2	$1.05M	Buy	+18,952	New	+$1.06M	0.33%	104

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Institute for Wealth Management's RIO Position: Q3 2021 in Review

Institute for Wealth Management sold out of Rio Tinto (RIO) in Q3 2021, closing a stake of 3,024 shares — an estimated $254K sold.

Institute for Wealth Management first reported a position in RIO in Q2 2018 and held it in 12 quarters. The position peaked at $1.05M in Q2 2018. 577 funds tracked by Wall St. Rank hold RIO as of Q3 2021.

Institute for Wealth Management reported no remaining Rio Tinto position as of Q3 2021 after selling out during the quarter.
Institute for Wealth Management sold 3,024 Rio Tinto shares in Q3 2021, an estimated $254K.
Institute for Wealth Management first reported a position in Rio Tinto in Q2 2018 and held it in 12 quarters.
Institute for Wealth Management's Rio Tinto position peaked at $1.05M in Q2 2018.
577 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2021.

Based on Institute for Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.