Carolina Wealth Advisors’s Rivian RIVN Stock Holding History

Carolina 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	–	Sell	-100	Closed	-$1.55K	–	287
2023 Q1	$1.55K	Buy	+100	New	+$1.69K	﹤0.01%	220
2022 Q3	–	Sell	-10	Closed	–	–	271
2022 Q2	$0	Hold	10	–	–	﹤0.01%	288
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	271
2021 Q4	$1K	Buy	+10	New	+$1.15K	﹤0.01%	266

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 $3.38T AUM 44.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Carolina Wealth Advisors sold out of Rivian (RIVN) in Q2 2023, closing a stake of 100 shares — an estimated $1.55K sold.

Carolina Wealth Advisors first reported a position in RIVN in Q4 2021 and held it in 4 quarters. The position peaked at $1.55K in Q1 2023. 620 funds tracked by Wall St. Rank hold RIVN as of Q2 2023.

Carolina Wealth Advisors reported no remaining Rivian position as of Q2 2023 after selling out during the quarter.
Carolina Wealth Advisors sold 100 Rivian shares in Q2 2023, an estimated $1.55K.
Carolina Wealth Advisors first reported a position in Rivian in Q4 2021 and held it in 4 quarters.
Carolina Wealth Advisors's Rivian position peaked at $1.55K in Q1 2023.
620 funds tracked by Wall St. Rank held Rivian as of Q2 2023.

Based on Carolina Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.