Bank Julius Baer & Co
RIVN icon

Bank Julius Baer & Co’s Rivian RIVN Stock Holding History

Bank Julius Baer & Co’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
2024
Q2 		– Sell
-850
Closed -$9.31K – 527
2024
Q1 		$9.31K Hold
850
– – ﹤0.01% 513
2023
Q4 		$19.9K Sell
850
-10
-1% -$188 ﹤0.01% 509
2023
Q3 		$21K Buy
860
+26
+3% +$607 ﹤0.01% 489
2023
Q2 		$14K Sell
834
-16
-2% -$224 ﹤0.01% 536
2023
Q1 		$13K Sell
850
-14,361
-94% -$242K ﹤0.01% 561
2022
Q4 		$280K Buy
15,211
+1,206
+9% +$35.5K ﹤0.01% 392
2022
Q3 		$461K Sell
14,005
-16,081
-53% -$548K ﹤0.01% 338
2022
Q2 		$774K Buy
+30,086
New +$940K 0.01% 302

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank Julius Baer & Co's RIVN Position: Q2 2024 in Review

Bank Julius Baer & Co sold out of Rivian (RIVN) in Q2 2024, closing a stake of 850 shares — an estimated $9.31K sold.

Bank Julius Baer & Co first reported a position in RIVN in Q2 2022 and held it in 8 quarters. The position peaked at $774K in Q2 2022. 739 funds tracked by Wall St. Rank hold RIVN as of Q2 2024.

  • Bank Julius Baer & Co reported no remaining Rivian position as of Q2 2024 after selling out during the quarter.
  • Bank Julius Baer & Co sold 850 Rivian shares in Q2 2024, an estimated $9.31K.
  • Bank Julius Baer & Co first reported a position in Rivian in Q2 2022 and held it in 8 quarters.
  • Bank Julius Baer & Co's Rivian position peaked at $774K in Q2 2022.
  • 739 funds tracked by Wall St. Rank held Rivian as of Q2 2024.

Based on Bank Julius Baer & Co's 13F filing for Q2 2024, filed 14 Aug 2024.