KCS Wealth Advisory’s Rio Tinto RIO Stock Holding History

KCS Wealth Advisory’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 Q3	$1.22M	Sell	19,189 -1,052	-5%	-$67.1K	0.52%	53
2023 Q2	$1.29M	Buy	20,241 +611	+3%	+$39.3K	0.45%	59
2023 Q1	$1.35M	Buy	19,630 +646	+3%	+$46.9K	0.51%	56
2022 Q4	$1.35M	Buy	18,984 +904	+5%	+$56.8K	0.56%	56
2022 Q3	$995K	Buy	18,080 +5,276	+41%	+$304K	0.46%	69
2022 Q2	$781K	Buy	12,804 +6,553	+105%	+$470K	0.35%	85
2022 Q1	$503K	Buy	6,251 +31	+0.5%	+$2.35K	0.23%	101
2021 Q4	$416K	Buy	6,220 +48	+0.8%	+$3.11K	0.17%	119
2021 Q3	$412K	Buy	6,172 +108	+2%	+$8.43K	0.19%	102
2021 Q2	$509K	Sell	6,064 -28	-0.5%	-$2.41K	0.24%	97
2021 Q1	$473K	Buy	6,092 +242	+4%	+$19.8K	0.24%	106
2020 Q4	$440K	Buy	5,850 +384	+7%	+$25.2K	0.29%	103
2020 Q3	$330K	Sell	5,466 -760	-12%	-$46.6K	0.26%	109
2020 Q2	$350K	Sell	6,226 -404	-6%	-$20.5K	0.29%	107
2020 Q1	$302K	Sell	6,630 -1,425	-18%	-$73.1K	0.31%	106
2019 Q4	$478K	Buy	8,055 +660	+9%	+$35.8K	0.36%	103
2019 Q3	$385K	Sell	7,395 -125	-2%	-$6.78K	0.27%	116
2019 Q2	$469K	Hold	7,520	–	–	0.37%	106
2019 Q1	$443K	Sell	7,520 -70	-0.9%	-$3.85K	0.39%	102
2018 Q4	$368K	Sell	7,590 -96	-1%	-$4.68K	0.39%	104
2018 Q3	$392K	Sell	7,686 -1,367	-15%	-$69.7K	0.36%	108
2018 Q2	$502K	Sell	9,053 -277	-3%	-$15.5K	0.47%	97
2018 Q1	$481K	Sell	9,330 -1,473	-14%	-$80.3K	0.44%	93
2017 Q4	$572K	Buy	+10,803	New	+$527K	0.55%	72

Other funds holding RIO

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

KCS Wealth Advisory's RIO Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Rio Tinto (RIO) stake by 5.2% in Q3 2023, selling an estimated $67.1K and leaving 19,189 shares worth $1.22M. The position accounts for 0.52% of the portfolio, ranked #53.

KCS Wealth Advisory first reported a position in RIO in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.35M in Q4 2022. 713 funds tracked by Wall St. Rank hold RIO as of Q3 2023.

KCS Wealth Advisory held 19,189 shares of Rio Tinto worth $1.22M as of Q3 2023.
KCS Wealth Advisory sold 1,052 Rio Tinto shares in Q3 2023, an estimated $67.1K.
Rio Tinto made up 0.52% of KCS Wealth Advisory's portfolio in Q3 2023, its #53 holding.
KCS Wealth Advisory first reported a position in Rio Tinto in Q4 2017 and has held it in 24 quarters since.
KCS Wealth Advisory's Rio Tinto position peaked at $1.35M in Q4 2022.
713 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.