BSW
RIVN icon

Buckingham Strategic Wealth’s Rivian RIVN Stock Holding History

Buckingham Strategic Wealth’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 		$243K Buy
18,096
+5,500
+44% +$57.5K ﹤0.01% 655
2024
Q1 		$138K Buy
12,596
+951
+8% +$13.7K ﹤0.01% 723
2023
Q4 		$273K Buy
11,645
+1,192
+11% +$22.4K ﹤0.01% 594
2023
Q3 		$254K Sell
10,453
-3,788
-27% -$88.4K ﹤0.01% 567
2023
Q2 		$237K Buy
14,241
+1,419
+11% +$19.8K ﹤0.01% 587
2023
Q1 		$236K Hold
12,822
– – ﹤0.01% 529
2022
Q4 		$236K Buy
12,822
+2,339
+22% +$68.8K ﹤0.01% 531
2022
Q3 		$345K Buy
10,483
+1,448
+16% +$49.4K 0.01% 444
2022
Q2 		$233K Buy
9,035
+2,536
+39% +$79.2K ﹤0.01% 523
2022
Q1 		$327K Buy
6,499
+3,064
+89% +$186K 0.01% 450
2021
Q4 		$356K Buy
+3,435
New +$396K 0.01% 437

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Buckingham Strategic Wealth's RIVN Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Rivian (RIVN) stake by 44% in Q2 2024, buying an estimated $57.5K and bringing the position to 18,096 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Buckingham Strategic Wealth first reported a position in RIVN in Q4 2021 and has held it in 11 quarters since. The position peaked at $356K in Q4 2021. 738 funds tracked by Wall St. Rank hold RIVN as of Q2 2024.

  • Buckingham Strategic Wealth held 18,096 shares of Rivian worth $243K as of Q2 2024.
  • Buckingham Strategic Wealth bought 5,500 Rivian shares in Q2 2024, an estimated $57.5K.
  • Rivian made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #655 holding.
  • Buckingham Strategic Wealth first reported a position in Rivian in Q4 2021 and has held it in 11 quarters since.
  • Buckingham Strategic Wealth's Rivian position peaked at $356K in Q4 2021.
  • 738 funds tracked by Wall St. Rank held Rivian as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.