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OneAscent Wealth Management’s Rio Tinto RIO Stock Holding History

OneAscent 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
Q1 		$309K Buy
3,979
+161
+4% +$13.2K 0.13% 163
2020
Q4 		$287K Buy
+3,818
New +$251K 0.13% 158

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OneAscent Wealth Management's RIO Position: Q1 2021 in Review

OneAscent Wealth Management increased its Rio Tinto (RIO) stake by 4.2% in Q1 2021, buying an estimated $13.2K and bringing the position to 3,979 shares worth $309K. The position accounts for 0.13% of the portfolio, ranked #163.

OneAscent Wealth Management first reported a position in RIO in Q4 2020 and has held it in 2 quarters since. 588 funds tracked by Wall St. Rank hold RIO as of Q1 2021.

  • OneAscent Wealth Management held 3,979 shares of Rio Tinto worth $309K as of Q1 2021.
  • OneAscent Wealth Management bought 161 Rio Tinto shares in Q1 2021, an estimated $13.2K.
  • Rio Tinto made up 0.13% of OneAscent Wealth Management's portfolio in Q1 2021, its #163 holding.
  • OneAscent Wealth Management first reported a position in Rio Tinto in Q4 2020 and has held it in 2 quarters since.
  • 588 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.