Intercontinental Wealth Advisors’s Rio Tinto RIO Stock Holding History

Intercontinental 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
2023 Q2	$599K	Buy	9,389 +348	+4%	+$22.4K	0.14%	162
2023 Q1	$620K	Buy	+9,041	New	+$656K	0.16%	149
2022 Q2	–	Sell	-3,540	Closed	-$285K	–	289
2022 Q1	$285K	Hold	3,540	–	–	0.06%	251
2021 Q4	$237K	Buy	+3,540	New	+$229K	0.05%	269
2020 Q1	–	Sell	-3,638	Closed	-$203K	–	276
2019 Q4	$203K	Sell	3,638 -1,826	-33%	-$99.1K	0.17%	105
2019 Q3	$285K	Buy	+5,464	New	+$296K	0.18%	108

Other funds holding RIO

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Intercontinental Wealth Advisors's RIO Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Rio Tinto (RIO) stake by 3.8% in Q2 2023, buying an estimated $22.4K and bringing the position to 9,389 shares worth $599K. The position accounts for 0.14% of the portfolio, ranked #162.

Intercontinental Wealth Advisors first reported a position in RIO in Q3 2019 and has held it in 6 quarters since. The position peaked at $620K in Q1 2023. 711 funds tracked by Wall St. Rank hold RIO as of Q2 2023.

Intercontinental Wealth Advisors held 9,389 shares of Rio Tinto worth $599K as of Q2 2023.
Intercontinental Wealth Advisors bought 348 Rio Tinto shares in Q2 2023, an estimated $22.4K.
Rio Tinto made up 0.14% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #162 holding.
Intercontinental Wealth Advisors first reported a position in Rio Tinto in Q3 2019 and has held it in 6 quarters since.
Intercontinental Wealth Advisors's Rio Tinto position peaked at $620K in Q1 2023.
711 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.