Reilly Financial Advisors’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $54K | Buy |
800
+200
| +33% | +$12.9K | ﹤0.01% | 391 |
|
|
2021
Q3 | $40K | Hold |
600
| – | – | ﹤0.01% | 415 |
|
|
2021
Q2 | $50K | Hold |
600
| – | – | ﹤0.01% | 376 |
|
|
2021
Q1 | $47K | Hold |
600
| – | – | ﹤0.01% | 376 |
|
|
2020
Q4 | $45K | Hold |
600
| – | – | ﹤0.01% | 355 |
|
|
2020
Q3 | $36K | Sell |
600
-122
| -17% | -$7.48K | ﹤0.01% | 349 |
|
|
2020
Q2 | $41K | Hold |
722
| – | – | ﹤0.01% | 335 |
|
|
2020
Q1 | $33K | Buy |
722
+100
| +16% | +$5.13K | ﹤0.01% | 355 |
|
|
2019
Q4 | $37K | Hold |
622
| – | – | ﹤0.01% | 384 |
|
|
2019
Q3 | $32K | Hold |
622
| – | – | ﹤0.01% | 421 |
|
|
2019
Q2 | $39K | Sell |
622
-343
| -36% | -$20.6K | ﹤0.01% | 395 |
|
|
2019
Q1 | $57K | Sell |
965
-400
| -29% | -$22K | 0.01% | 332 |
|
|
2018
Q4 | $66K | Buy |
1,365
+500
| +58% | +$24.4K | 0.01% | 279 |
|
|
2018
Q3 | $44K | Hold |
865
| – | – | 0.01% | 387 |
|
|
2018
Q2 | $48K | Sell |
865
-500
| -37% | -$28K | 0.01% | 325 |
|
|
2018
Q1 | $70K | Buy |
1,365
+343
| +34% | +$18.7K | 0.01% | 261 |
|
|
2017
Q4 | $54K | Hold |
1,022
| – | – | 0.01% | 321 |
|
|
2017
Q3 | $48K | Hold |
1,022
| – | – | 0.01% | 320 |
|
|
2017
Q2 | $43K | Buy |
1,022
+500
| +96% | +$20K | 0.01% | 333 |
|
|
2017
Q1 | $21K | Hold |
522
| – | – | ﹤0.01% | 470 |
|
|
2016
Q4 | $20K | Hold |
522
| – | – | ﹤0.01% | 449 |
|
|
2016
Q3 | $17K | Hold |
522
| – | – | ﹤0.01% | 435 |
|
|
2016
Q2 | $16K | Hold |
522
| – | – | ﹤0.01% | 420 |
|
|
2016
Q1 | $15K | Buy |
522
+200
| +62% | +$5.33K | ﹤0.01% | 665 |
|
|
2015
Q4 | $9K | Hold |
322
| – | – | ﹤0.01% | 809 |
|
|
2015
Q3 | $11K | Hold |
322
| – | – | ﹤0.01% | 761 |
|
|
2015
Q2 | $13K | Buy |
+322
| New | +$14.1K | ﹤0.01% | 793 |
|
|
2015
Q1 | – | Sell |
-122
| Closed | -$6K | – | 1364 |
|
|
2014
Q4 | $6K | Hold |
122
| – | – | ﹤0.01% | 599 |
|
|
2014
Q3 | $6K | Hold |
122
| – | – | ﹤0.01% | 613 |
|
|
2014
Q2 | $7K | Hold |
122
| – | – | ﹤0.01% | 620 |
|
|
2014
Q1 | $7K | Hold |
122
| – | – | ﹤0.01% | 626 |
|
|
2013
Q4 | $7K | Hold |
122
| – | – | ﹤0.01% | 603 |
|
|
2013
Q3 | $6K | Hold |
122
| – | – | ﹤0.01% | 569 |
|
|
2013
Q2 | $5K | Buy |
+122
| New | +$5.44K | ﹤0.01% | 629 |
|
Other funds holding RIO
Reilly Financial Advisors's RIO Position: Q4 2021 in Review
Reilly Financial Advisors increased its Rio Tinto (RIO) stake by 33% in Q4 2021, buying an estimated $12.9K and bringing the position to 800 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #391.
Reilly Financial Advisors first reported a position in RIO in Q2 2013 and has held it in 34 quarters since. The position peaked at $70K in Q1 2018. 605 funds tracked by Wall St. Rank hold RIO as of Q4 2021.
- Reilly Financial Advisors held 800 shares of Rio Tinto worth $54K as of Q4 2021.
- Reilly Financial Advisors bought 200 Rio Tinto shares in Q4 2021, an estimated $12.9K.
- Rio Tinto made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #391 holding.
- Reilly Financial Advisors first reported a position in Rio Tinto in Q2 2013 and has held it in 34 quarters since.
- Reilly Financial Advisors's Rio Tinto position peaked at $70K in Q1 2018.
- 605 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.