West Oak Capital’s Rio Tinto RIO Stock Holding History

West Oak Capital’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	-300	Closed	-$20K	–	387
2021 Q3	$20K	Hold	300	–	–	0.01%	243
2021 Q2	$25K	Hold	300	–	–	0.01%	225
2021 Q1	$23K	Buy	300 +100	+50%	+$8.2K	0.01%	222
2020 Q4	$15K	Hold	200	–	–	0.01%	235
2020 Q3	$12K	Hold	200	–	–	0.01%	225
2020 Q2	$11K	Buy	+200	New	+$10.1K	0.01%	235

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

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

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

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

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

West Oak Capital's RIO Position: Q4 2021 in Review

West Oak Capital sold out of Rio Tinto (RIO) in Q4 2021, closing a stake of 300 shares — an estimated $20K sold.

West Oak Capital first reported a position in RIO in Q2 2020 and held it in 6 quarters. The position peaked at $25K in Q2 2021. 604 funds tracked by Wall St. Rank hold RIO as of Q4 2021.

West Oak Capital reported no remaining Rio Tinto position as of Q4 2021 after selling out during the quarter.
West Oak Capital sold 300 Rio Tinto shares in Q4 2021, an estimated $20K.
West Oak Capital first reported a position in Rio Tinto in Q2 2020 and held it in 6 quarters.
West Oak Capital's Rio Tinto position peaked at $25K in Q2 2021.
604 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2021.

Based on West Oak Capital's 13F filing for Q4 2021, filed 12 Jan 2022.