Ownership history in HighMark Wealth Management LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which HighMark Wealth Management LLC reported a position in RIO TINTO PLC (RIO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π HighMark Wealth Management LLC underperformed the S&P 500 by β6.3% annually on this RIO position. Timing score: 56% (5/9 decisions correct). Average cost basis: $41.61. Maximum drawdown during holding period: β17.4%.
β Significantly underperformed the S&P 500 by 6.3% ann.
12 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
5 of 9 add/trim decisions correct
Best entry: $28.72 (2020 Q1) Β· Worst: $65.22 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 3 trims. Bought during 1 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size