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Regent Peak Wealth Advisors’s Rio Tinto RIO Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-40
Closed -$3K – 797
2020
Q4 		$3K Buy
+40
New +$2.63K ﹤0.01% 768

Other funds holding RIO

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Regent Peak Wealth Advisors's RIO Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Rio Tinto (RIO) in Q1 2021, closing a stake of 40 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in RIO in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 588 funds tracked by Wall St. Rank hold RIO as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Rio Tinto position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 40 Rio Tinto shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Rio Tinto in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Rio Tinto position peaked at $3K in Q4 2020.
  • 588 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.