Strategic Wealth Management’s Rio Tinto RIO Stock Holding History

Strategic 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 Q4	$3.33M	Sell	49,780 -2,500	-5%	-$162K	1.65%	24
2021 Q3	$3.49M	Buy	52,280 +6,870	+15%	+$536K	1.82%	15
2021 Q2	$3.81M	Buy	45,410 +4,937	+12%	+$424K	2.06%	16
2021 Q1	$3.14M	Sell	40,473 -1,000	-2%	-$82K	1.89%	18
2020 Q4	$3.12M	Hold	41,473	–	–	1.92%	19
2020 Q3	$2.5M	Buy	+41,473	New	+$2.54M	1.87%	20

Other funds holding RIO

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Strategic Wealth Management's RIO Position: Q4 2021 in Review

Strategic Wealth Management reduced its Rio Tinto (RIO) stake by 4.8% in Q4 2021, selling an estimated $162K and leaving 49,780 shares worth $3.33M. The position accounts for 1.65% of the portfolio, ranked #24.

Strategic Wealth Management first reported a position in RIO in Q3 2020 and has held it in 6 quarters since. The position peaked at $3.81M in Q2 2021. 604 funds tracked by Wall St. Rank hold RIO as of Q4 2021.

Strategic Wealth Management held 49,780 shares of Rio Tinto worth $3.33M as of Q4 2021.
Strategic Wealth Management sold 2,500 Rio Tinto shares in Q4 2021, an estimated $162K.
Rio Tinto made up 1.65% of Strategic Wealth Management's portfolio in Q4 2021, its #24 holding.
Strategic Wealth Management first reported a position in Rio Tinto in Q3 2020 and has held it in 6 quarters since.
Strategic Wealth Management's Rio Tinto position peaked at $3.81M in Q2 2021.
604 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.