TRUE Private Wealth Advisors’s Rio Tinto RIO Stock Holding History

TRUE Private 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	-200	Closed	-$15K	–	597
2020 Q4	$15K	Buy	+200	New	+$13.1K	﹤0.01%	494
2018 Q4	–	Sell	-905	Closed	-$46.2K	–	764
2018 Q3	$46.2K	Buy	+905	New	+$46.1K	0.01%	473

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TRUE Private Wealth Advisors's RIO Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Rio Tinto (RIO) in Q1 2021, closing a stake of 200 shares — an estimated $15K sold.

TRUE Private Wealth Advisors first reported a position in RIO in Q3 2018 and held it in 2 quarters. The position peaked at $46.2K in Q3 2018. 588 funds tracked by Wall St. Rank hold RIO as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Rio Tinto position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 200 Rio Tinto shares in Q1 2021, an estimated $15K.
TRUE Private Wealth Advisors first reported a position in Rio Tinto in Q3 2018 and held it in 2 quarters.
TRUE Private Wealth Advisors's Rio Tinto position peaked at $46.2K in Q3 2018.
588 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.