BWM
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Baystate Wealth Management’s Rivian RIVN Stock Holding History

Baystate Wealth Management’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
Q4 		$14.1K Buy
602
+341
+131% +$6.41K ﹤0.01% 649
2023
Q3 		$6.35K Sell
261
-235
-47% -$5.49K ﹤0.01% 652
2023
Q2 		$8.27K Hold
496
– – ﹤0.01% 605
2023
Q1 		$7.68K Buy
496
+410
+477% +$6.92K ﹤0.01% 606
2022
Q4 		$2K Hold
86
– – ﹤0.01% 807
2022
Q3 		$3K Sell
86
-76
-47% -$2.59K ﹤0.01% 711
2022
Q2 		$4K Hold
162
– – ﹤0.01% 691
2022
Q1 		$8K Buy
162
+47
+41% +$2.86K ﹤0.01% 614
2021
Q4 		$12K Buy
+115
New +$13.3K ﹤0.01% 548

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Baystate Wealth Management's RIVN Position: Q4 2023 in Review

Baystate Wealth Management increased its Rivian (RIVN) stake by 131% in Q4 2023, buying an estimated $6.41K and bringing the position to 602 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Baystate Wealth Management first reported a position in RIVN in Q4 2021 and has held it in 9 quarters since. 709 funds tracked by Wall St. Rank hold RIVN as of Q4 2023.

  • Baystate Wealth Management held 602 shares of Rivian worth $14.1K as of Q4 2023.
  • Baystate Wealth Management bought 341 Rivian shares in Q4 2023, an estimated $6.41K.
  • Rivian made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #649 holding.
  • Baystate Wealth Management first reported a position in Rivian in Q4 2021 and has held it in 9 quarters since.
  • 709 funds tracked by Wall St. Rank held Rivian as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.