WAS
RIO icon

WESPAC Advisors SoCal’s Rio Tinto RIO Stock Holding History

WESPAC Advisors SoCal’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
-108,785
Closed -$7.22M – 85
2021
Q3 		$7.22M Sell
108,785
-3,155
-3% -$246K 2.36% 18
2021
Q2 		$9.39M Buy
+111,940
New +$9.62M 3.11% 9

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WESPAC Advisors SoCal's RIO Position: Q4 2021 in Review

WESPAC Advisors SoCal sold out of Rio Tinto (RIO) in Q4 2021, closing a stake of 108,785 shares — an estimated $7.22M sold.

WESPAC Advisors SoCal first reported a position in RIO in Q2 2021 and held it in 2 quarters. The position peaked at $9.39M in Q2 2021. 604 funds tracked by Wall St. Rank hold RIO as of Q4 2021.

  • WESPAC Advisors SoCal reported no remaining Rio Tinto position as of Q4 2021 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 108,785 Rio Tinto shares in Q4 2021, an estimated $7.22M.
  • WESPAC Advisors SoCal first reported a position in Rio Tinto in Q2 2021 and held it in 2 quarters.
  • WESPAC Advisors SoCal's Rio Tinto position peaked at $9.39M in Q2 2021.
  • 604 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2021.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2021, filed 2 Feb 2022.