BDO Wealth Advisors’s Rivian RIVN Stock Holding History

BDO Wealth 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
2023 Q2	$250	Hold	15	–	–	﹤0.01%	955
2023 Q1	$233	Hold	15	–	–	﹤0.01%	1028
2022 Q4	$276	Sell	15 -100	-87%	-$2.94K	﹤0.01%	979
2022 Q3	$4K	Hold	115	–	–	﹤0.01%	854
2022 Q2	$3K	Sell	115 -875	-88%	-$27.3K	﹤0.01%	863
2022 Q1	$50K	Sell	990 -275	-22%	-$16.7K	0.01%	430
2021 Q4	$131K	Buy	+1,265	New	+$146K	0.01%	325

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

BDO Wealth Advisors's RIVN Position: Q2 2023 in Review

BDO Wealth Advisors held its Rivian (RIVN) position steady in Q2 2023 at 15 shares worth $250. The position accounts for ﹤0.01% of the portfolio, ranked #955.

BDO Wealth Advisors first reported a position in RIVN in Q4 2021 and has held it in 7 quarters since. The position peaked at $131K in Q4 2021. 621 funds tracked by Wall St. Rank hold RIVN as of Q2 2023.

BDO Wealth Advisors held 15 shares of Rivian worth $250 as of Q2 2023.
BDO Wealth Advisors left its Rivian share count unchanged in Q2 2023.
Rivian made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #955 holding.
BDO Wealth Advisors first reported a position in Rivian in Q4 2021 and has held it in 7 quarters since.
BDO Wealth Advisors's Rivian position peaked at $131K in Q4 2021.
621 funds tracked by Wall St. Rank held Rivian as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.