Appleton Partners’s Rivian RIVN Stock Holding History

Appleton Partners’s Portfolio RIVN Stock Details RIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,920	Closed	-$169K	–	294
2023 Q1	$169K	Sell	10,920 -1,603	-13%	-$27.1K	0.02%	293
2022 Q4	$231K	Sell	12,523 -4,441	-26%	-$131K	0.02%	281
2022 Q3	$558K	Sell	16,964 -2,488	-13%	-$84.8K	0.06%	189
2022 Q2	$501K	Buy	19,452 +1,276	+7%	+$39.9K	0.05%	205
2022 Q1	$913K	Buy	18,176 +10,291	+131%	+$626K	0.07%	166
2021 Q4	$818K	Buy	+7,885	New	+$908K	0.06%	177

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Appleton Partners's RIVN Position: Q2 2023 in Review

Appleton Partners sold out of Rivian (RIVN) in Q2 2023, closing a stake of 10,920 shares — an estimated $169K sold.

Appleton Partners first reported a position in RIVN in Q4 2021 and held it in 6 quarters. The position peaked at $913K in Q1 2022. 620 funds tracked by Wall St. Rank hold RIVN as of Q2 2023.

Appleton Partners reported no remaining Rivian position as of Q2 2023 after selling out during the quarter.
Appleton Partners sold 10,920 Rivian shares in Q2 2023, an estimated $169K.
Appleton Partners first reported a position in Rivian in Q4 2021 and held it in 6 quarters.
Appleton Partners's Rivian position peaked at $913K in Q1 2022.
620 funds tracked by Wall St. Rank held Rivian as of Q2 2023.

Based on Appleton Partners's 13F filing for Q2 2023, filed 10 Jul 2023.