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BBJS Financial Advisors’s Rivian RIVN Stock Holding History

BBJS Financial Advisors’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
-75
Closed -$822 – 182
2024
Q1 		$822 Buy
+75
New +$1.08K ﹤0.01% 130

Other funds holding RIVN

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LA
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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 $865B AUM 30.76% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BBJS Financial Advisors's RIVN Position: Q2 2024 in Review

BBJS Financial Advisors sold out of Rivian (RIVN) in Q2 2024, closing a stake of 75 shares — an estimated $822 sold.

BBJS Financial Advisors first reported a position in RIVN in Q1 2024 and held it in 1 quarter. The position peaked at $822 in Q1 2024. 736 funds tracked by Wall St. Rank hold RIVN as of Q2 2024.

  • BBJS Financial Advisors reported no remaining Rivian position as of Q2 2024 after selling out during the quarter.
  • BBJS Financial Advisors sold 75 Rivian shares in Q2 2024, an estimated $822.
  • BBJS Financial Advisors first reported a position in Rivian in Q1 2024 and held it in 1 quarter.
  • BBJS Financial Advisors's Rivian position peaked at $822 in Q1 2024.
  • 736 funds tracked by Wall St. Rank held Rivian as of Q2 2024.

Based on BBJS Financial Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.