USCA RIA’s Rio Tinto RIO Stock Holding History

USCA RIA’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 Q2	$691K	Buy	8,231 +5,472	+198%	+$470K	0.04%	350
2021 Q1	$214K	Buy	+2,759	New	+$226K	0.01%	490
2020 Q3	–	Sell	-4,370	Closed	-$246K	–	497
2020 Q2	$246K	Buy	+4,370	New	+$221K	0.02%	381
2017 Q1	–	Sell	-7,000	Closed	-$269K	–	414
2016 Q4	$269K	Buy	+7,000	New	+$257K	0.04%	336

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

USCA RIA's RIO Position: Q2 2021 in Review

USCA RIA increased its Rio Tinto (RIO) stake by 198% in Q2 2021, buying an estimated $470K and bringing the position to 8,231 shares worth $691K. The position accounts for 0.04% of the portfolio, ranked #350.

USCA RIA first reported a position in RIO in Q4 2016 and has held it in 4 quarters since. 610 funds tracked by Wall St. Rank hold RIO as of Q2 2021.

USCA RIA held 8,231 shares of Rio Tinto worth $691K as of Q2 2021.
USCA RIA bought 5,472 Rio Tinto shares in Q2 2021, an estimated $470K.
Rio Tinto made up 0.04% of USCA RIA's portfolio in Q2 2021, its #350 holding.
USCA RIA first reported a position in Rio Tinto in Q4 2016 and has held it in 4 quarters since.
610 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.