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Joseph P. Lucia & Associates’s Rio Tinto RIO Stock Holding History

Joseph P. Lucia & Associates’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
Q2 		– Sell
-12
Closed -$1K – 614
2021
Q1 		$1K Buy
+12
New +$984 ﹤0.01% 546

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Joseph P. Lucia & Associates's RIO Position: Q2 2021 in Review

Joseph P. Lucia & Associates sold out of Rio Tinto (RIO) in Q2 2021, closing a stake of 12 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in RIO in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 611 funds tracked by Wall St. Rank hold RIO as of Q2 2021.

  • Joseph P. Lucia & Associates reported no remaining Rio Tinto position as of Q2 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 12 Rio Tinto shares in Q2 2021, an estimated $1K.
  • Joseph P. Lucia & Associates first reported a position in Rio Tinto in Q1 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Rio Tinto position peaked at $1K in Q1 2021.
  • 611 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2021, filed 27 Jul 2021.