Mountain Capital Investment Advisors’s Rio Tinto RIO Stock Holding History

Mountain Capital Investment 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
2024 Q1	–	Sell	-10,808	Closed	-$787K	–	70
2023 Q4	$787K	Sell	10,808 -662	-6%	-$44.4K	0.27%	34
2023 Q3	$751K	Sell	11,470 -10,005	-47%	-$638K	0.28%	31
2023 Q2	$1.44M	Sell	21,475 -5,712	-21%	-$367K	0.54%	34
2023 Q1	$1.9M	Sell	27,187 -2,060	-7%	-$149K	0.84%	38
2022 Q4	$2.21M	Buy	29,247 +6,864	+31%	+$431K	1.01%	32
2022 Q3	$1.2M	Buy	22,383 +4,662	+26%	+$269K	0.63%	59
2022 Q2	$1.05M	Sell	17,721 -304	-2%	-$21.8K	0.53%	55
2022 Q1	$1.44M	Buy	18,025 +1,134	+7%	+$86.1K	0.68%	52
2021 Q4	$1.26M	Buy	16,891 +8,363	+98%	+$541K	0.57%	60
2021 Q3	$584K	Buy	8,528 +1,483	+21%	+$116K	0.31%	99
2021 Q2	$581K	Buy	+7,045	New	+$606K	0.27%	99
2017 Q4	–	Sell	-500	Closed	-$24K	–	342
2017 Q3	$24K	Hold	500	–	–	0.02%	169
2017 Q2	$21K	Buy	+500	New	+$20K	0.02%	202

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mountain Capital Investment Advisors's RIO Position: Q1 2024 in Review

Mountain Capital Investment Advisors sold out of Rio Tinto (RIO) in Q1 2024, closing a stake of 10,808 shares — an estimated $787K sold.

Mountain Capital Investment Advisors first reported a position in RIO in Q2 2017 and held it in 13 quarters. The position peaked at $2.21M in Q4 2022. 751 funds tracked by Wall St. Rank hold RIO as of Q1 2024.

Mountain Capital Investment Advisors reported no remaining Rio Tinto position as of Q1 2024 after selling out during the quarter.
Mountain Capital Investment Advisors sold 10,808 Rio Tinto shares in Q1 2024, an estimated $787K.
Mountain Capital Investment Advisors first reported a position in Rio Tinto in Q2 2017 and held it in 13 quarters.
Mountain Capital Investment Advisors's Rio Tinto position peaked at $2.21M in Q4 2022.
751 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.