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Waratah Capital Advisors’s Rio Tinto RIO Stock Holding History

Waratah Capital 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
-29,519
Closed -$2.22M – 307
2020
Q4 		$2.22M Buy
29,519
+14,886
+102% +$977K 0.15% 104
2020
Q3 		$884K Buy
+14,633
New +$897K 0.09% 101

Other funds holding RIO

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Waratah Capital Advisors's RIO Position: Q1 2021 in Review

Waratah Capital Advisors sold out of Rio Tinto (RIO) in Q1 2021, closing a stake of 29,519 shares — an estimated $2.22M sold.

Waratah Capital Advisors first reported a position in RIO in Q3 2020 and held it in 2 quarters. The position peaked at $2.22M in Q4 2020. 588 funds tracked by Wall St. Rank hold RIO as of Q1 2021.

  • Waratah Capital Advisors reported no remaining Rio Tinto position as of Q1 2021 after selling out during the quarter.
  • Waratah Capital Advisors sold 29,519 Rio Tinto shares in Q1 2021, an estimated $2.22M.
  • Waratah Capital Advisors first reported a position in Rio Tinto in Q3 2020 and held it in 2 quarters.
  • Waratah Capital Advisors's Rio Tinto position peaked at $2.22M in Q4 2020.
  • 588 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2021.

Based on Waratah Capital Advisors's 13F filing for Q1 2021, filed 11 May 2021.