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Personal Wealth Partners’s Rio Tinto RIO Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-400
Closed -$34K – 331
2021
Q2 		$34K Buy
+400
New +$34.4K 0.01% 176
2020
Q1 		– Sell
-400
Closed -$24K – 492
2019
Q4 		$24K Hold
400
– – 0.01% 187
2019
Q3 		$21K Hold
400
– – 0.01% 195
2019
Q2 		$25K Buy
+400
New +$24K 0.01% 173

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Morgan Stanley
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Personal Wealth Partners's RIO Position: Q3 2021 in Review

Personal Wealth Partners sold out of Rio Tinto (RIO) in Q3 2021, closing a stake of 400 shares — an estimated $34K sold.

Personal Wealth Partners first reported a position in RIO in Q2 2019 and held it in 4 quarters. The position peaked at $34K in Q2 2021. 577 funds tracked by Wall St. Rank hold RIO as of Q3 2021.

  • Personal Wealth Partners reported no remaining Rio Tinto position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 400 Rio Tinto shares in Q3 2021, an estimated $34K.
  • Personal Wealth Partners first reported a position in Rio Tinto in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Rio Tinto position peaked at $34K in Q2 2021.
  • 577 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.