Caliber Wealth Management (Utah)’s Rivian RIVN Stock Holding History

Caliber Wealth Management (Utah)’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 Q1	$1.08M	Buy	98,657 +6,375	+7%	+$91.9K	0.57%	48
2023 Q4	$2.16M	Buy	92,282 +4,903	+6%	+$92.2K	1.27%	35
2023 Q3	$2.12M	Buy	87,379 +2,665	+3%	+$62.2K	1.43%	28
2023 Q2	$1.41M	Buy	84,714 +26,887	+46%	+$376K	0.95%	45
2023 Q1	$895K	Buy	57,827 +27,664	+92%	+$467K	0.67%	47
2022 Q4	$556K	Buy	30,163 +4,445	+17%	+$131K	0.42%	54
2022 Q3	$846K	Buy	25,718 +2,522	+11%	+$86K	0.67%	49
2022 Q2	$597K	Buy	+23,196	New	+$724K	0.46%	53
2022 Q1	–	Sell	-7,815	Closed	-$625K	–	66
2021 Q4	$625K	Buy	+7,815	New	+$900K	0.43%	55

Other funds holding RIVN

ACI

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caliber Wealth Management (Utah)'s RIVN Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its Rivian (RIVN) stake by 6.9% in Q1 2024, buying an estimated $91.9K and bringing the position to 98,657 shares worth $1.08M. The position accounts for 0.57% of the portfolio, ranked #48.

Caliber Wealth Management (Utah) first reported a position in RIVN in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.16M in Q4 2023. 689 funds tracked by Wall St. Rank hold RIVN as of Q1 2024.

Caliber Wealth Management (Utah) held 98,657 shares of Rivian worth $1.08M as of Q1 2024.
Caliber Wealth Management (Utah) bought 6,375 Rivian shares in Q1 2024, an estimated $91.9K.
Rivian made up 0.57% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #48 holding.
Caliber Wealth Management (Utah) first reported a position in Rivian in Q4 2021 and has held it in 9 quarters since.
Caliber Wealth Management (Utah)'s Rivian position peaked at $2.16M in Q4 2023.
689 funds tracked by Wall St. Rank held Rivian as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.