TCI Wealth Advisors’s Rio Tinto RIO Stock Holding History

TCI 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
2020 Q4	–	Sell	-73	Closed	-$4K	–	1644
2020 Q3	$4K	Sell	73 -119	-62%	-$7.3K	﹤0.01%	882
2020 Q2	$11K	Buy	+192	New	+$9.73K	﹤0.01%	557
2020 Q1	–	Sell	-61	Closed	-$4K	–	1714
2019 Q4	$4K	Buy	+61	New	+$3.31K	﹤0.01%	942
2019 Q1	–	Sell	-40	Closed	-$2K	–	1518
2018 Q4	$2K	Sell	40 -125	-76%	-$6.1K	﹤0.01%	1044
2018 Q3	$8K	Sell	165 -15	-8%	-$764	﹤0.01%	692
2018 Q2	$10K	Sell	180 -60	-25%	-$3.36K	﹤0.01%	641
2018 Q1	$12K	Buy	240 +110	+85%	+$6K	0.01%	590
2017 Q4	$7K	Buy	+130	New	+$6.35K	﹤0.01%	712
2017 Q3	–	Sell	-157	Closed	-$7K	–	1372
2017 Q2	$7K	Buy	157 +5	+3%	+$200	﹤0.01%	676
2017 Q1	$6K	Hold	152	–	–	﹤0.01%	689
2016 Q4	$6K	Hold	152	–	–	﹤0.01%	738
2016 Q3	$5K	Buy	152 +2	+1%	+$64	﹤0.01%	740
2016 Q2	$5K	Buy	+150	New	+$4.48K	﹤0.01%	727

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

TCI Wealth Advisors's RIO Position: Q4 2020 in Review

TCI Wealth Advisors sold out of Rio Tinto (RIO) in Q4 2020, closing a stake of 73 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in RIO in Q2 2016 and held it in 13 quarters. The position peaked at $12K in Q1 2018. 532 funds tracked by Wall St. Rank hold RIO as of Q4 2020.

TCI Wealth Advisors reported no remaining Rio Tinto position as of Q4 2020 after selling out during the quarter.
TCI Wealth Advisors sold 73 Rio Tinto shares in Q4 2020, an estimated $4K.
TCI Wealth Advisors first reported a position in Rio Tinto in Q2 2016 and held it in 13 quarters.
TCI Wealth Advisors's Rio Tinto position peaked at $12K in Q1 2018.
532 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2020.

Based on TCI Wealth Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.