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Walled Lake Planning & Wealth Management’s Rio Tinto RIO Stock Holding History

Walled Lake Planning & 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 		– Sell
-1,225
Closed -$82K – 271
2021
Q3 		$82K Hold
1,225
– – 0.05% 131
2021
Q2 		$103K Hold
1,225
– – 0.07% 114
2021
Q1 		$95K Buy
+1,225
New +$100K 0.07% 111

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Walled Lake Planning & Wealth Management's RIO Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Rio Tinto (RIO) in Q4 2021, closing a stake of 1,225 shares — an estimated $82K sold.

Walled Lake Planning & Wealth Management first reported a position in RIO in Q1 2021 and held it in 3 quarters. The position peaked at $103K in Q2 2021. 604 funds tracked by Wall St. Rank hold RIO as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Rio Tinto position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 1,225 Rio Tinto shares in Q4 2021, an estimated $82K.
  • Walled Lake Planning & Wealth Management first reported a position in Rio Tinto in Q1 2021 and held it in 3 quarters.
  • Walled Lake Planning & Wealth Management's Rio Tinto position peaked at $103K in Q2 2021.
  • 604 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.