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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 		$170 Buy
+300
New +$3.13K ﹤0.01% 803

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 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 $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

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. 736 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.
  • 736 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.