Castle Wealth Management’s Rivian RIVN Stock Holding History

Castle 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
2022 Q3	–	Sell	-100	Closed	-$3K	–	722
2022 Q2	$3K	Buy	+100	New	+$3.12K	﹤0.01%	543

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Castle Wealth Management's RIVN Position: Q3 2022 in Review

Castle Wealth Management sold out of Rivian (RIVN) in Q3 2022, closing a stake of 100 shares — an estimated $3K sold.

Castle Wealth Management first reported a position in RIVN in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 591 funds tracked by Wall St. Rank hold RIVN as of Q3 2022.

Castle Wealth Management reported no remaining Rivian position as of Q3 2022 after selling out during the quarter.
Castle Wealth Management sold 100 Rivian shares in Q3 2022, an estimated $3K.
Castle Wealth Management first reported a position in Rivian in Q2 2022 and held it in 1 quarter.
Castle Wealth Management's Rivian position peaked at $3K in Q2 2022.
591 funds tracked by Wall St. Rank held Rivian as of Q3 2022.

Based on Castle Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.