BerganKDV Wealth Management’s Rivian RIVN Stock Holding History

BerganKDV 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 Q2	$500	Buy	+30	New	+$419	﹤0.01%	816
2023 Q1	–	Sell	-28	Closed	-$516	–	1109
2022 Q4	$516	Buy	28 +13	+87%	+$383	﹤0.01%	946
2022 Q3	$0	Hold	15	–	–	﹤0.01%	1054
2022 Q2	$0	Buy	15 +6	+67%	+$187	﹤0.01%	1052
2022 Q1	$0	Buy	9 +7	+350%	+$426	﹤0.01%	1084
2021 Q4	$0	Buy	+2	New	+$230	﹤0.01%	1115

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

BerganKDV Wealth Management's RIVN Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in Rivian (RIVN) in Q2 2023: 30 shares worth $500. The stake represents ﹤0.01% of the portfolio and ranks #816 among its holdings. This is a return to the name: BerganKDV Wealth Management previously reported a position in RIVN as recently as Q4 2022.

BerganKDV Wealth Management first reported a position in RIVN in Q4 2021 and has held it in 6 quarters since. The position peaked at $516 in Q4 2022. 620 funds tracked by Wall St. Rank hold RIVN as of Q2 2023.

BerganKDV Wealth Management held 30 shares of Rivian worth $500 as of Q2 2023.
Rivian was a new BerganKDV Wealth Management position in Q2 2023.
Rivian made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #816 holding.
BerganKDV Wealth Management first reported a position in Rivian in Q4 2021 and has held it in 6 quarters since.
BerganKDV Wealth Management's Rivian position peaked at $516 in Q4 2022.
620 funds tracked by Wall St. Rank held Rivian as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.