A detailed history of Ep Wealth Advisors, LLC transactions in Rio Tinto PLC stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,295 shares of RIO stock, worth $290,513. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,295
Previous 4,458 3.66%
Holding current value
$290,513
Previous $331,000 17.52%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$62.0 - $74.26 $10,106 - $12,104
-163 Reduced 3.66%
4,295 $273,000
Q4 2023

Feb 28, 2024

SELL
$60.36 - $74.77 $131,041 - $162,325
-2,171 Reduced 32.75%
4,458 $331,000
Q3 2023

Nov 22, 2023

SELL
$58.36 - $69.81 $19 Million - $22.8 Million
-326,183 Reduced 98.01%
6,629 $421,000
Q2 2023

Aug 14, 2023

BUY
$59.05 - $70.41 $19.7 Million - $23.4 Million
332,812 New
332,812 $21.2 Million
Q2 2022

Aug 11, 2022

BUY
$60.81 - $82.68 $377,873 - $513,773
6,214 Added 136.69%
10,760 $656,000
Q1 2022

May 20, 2022

BUY
$66.73 - $84.0 $303,354 - $381,864
4,546 New
4,546 $365,000
Q3 2021

Nov 16, 2021

SELL
$65.37 - $89.39 $191,337 - $261,644
-2,927 Closed
0 $0
Q2 2021

Aug 24, 2021

BUY
$77.98 - $94.65 $26,513 - $32,181
340 Added 13.14%
2,927 $246,000
Q1 2021

May 17, 2021

BUY
$74.3 - $91.71 $192,214 - $237,253
2,587 New
2,587 $201,000
Q1 2020

May 18, 2020

SELL
$36.42 - $60.67 $123,828 - $206,278
-3,400 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$49.24 - $59.49 $167,416 - $202,266
3,400 New
3,400 $202,000

Others Institutions Holding RIO

About RIO TINTO PLC


  • Ticker RIO
  • Exchange OTC
  • Sector Basic Materials
  • Industry Other Industrial Metals & Mining
  • Shares Outstandng 1,620,630,016
  • Market Cap $110B
  • Description
  • Rio Tinto Group engages in exploring, mining, and processing mineral resources worldwide. The company offers aluminum, copper, diamonds, gold, borates, titanium dioxide, salt, iron ore, and lithium. It also owns and operates open pit and underground mines, mills, refineries, smelters, power stations, and research and service facilities. Rio Tint...
More about RIO
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.