Wealthcare Advisory Partners’s Rio Tinto RIO Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-1,163	Closed	-$90K	–	1576
2021 Q1	$90K	Buy	+1,163	New	+$95.4K	0.01%	696
2020 Q2	–	Sell	-100	Closed	-$5K	–	1127
2020 Q1	$5K	Hold	100	–	–	﹤0.01%	1118
2019 Q4	$6K	Hold	100	–	–	﹤0.01%	1077
2019 Q3	$5K	Buy	100 +50	+100%	+$2.71K	﹤0.01%	1083
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	1153
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	1059
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	1091
2018 Q3	$3K	Hold	50	–	–	﹤0.01%	1086
2018 Q2	$3K	Buy	+50	New	+$2.8K	﹤0.01%	1083

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's RIO Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Rio Tinto (RIO) in Q2 2021, closing a stake of 1,163 shares — an estimated $90K sold.

Wealthcare Advisory Partners first reported a position in RIO in Q2 2018 and held it in 9 quarters. The position peaked at $90K in Q1 2021. 611 funds tracked by Wall St. Rank hold RIO as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Rio Tinto position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,163 Rio Tinto shares in Q2 2021, an estimated $90K.
Wealthcare Advisory Partners first reported a position in Rio Tinto in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's Rio Tinto position peaked at $90K in Q1 2021.
611 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.