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Charter Oak Capital Management’s Rivian RIVN Stock Holding History

Charter Oak Capital 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
-269
Closed -$7K – 710
2022
Q2 		$7K Buy
269
+250
+1,316% +$7.81K ﹤0.01% 656
2022
Q1 		$1K Buy
+19
New +$1.16K ﹤0.01% 941

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BlackRock
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Capital Research Global Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Charter Oak Capital Management's RIVN Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Rivian (RIVN) in Q3 2022, closing a stake of 269 shares — an estimated $7K sold.

Charter Oak Capital Management first reported a position in RIVN in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 591 funds tracked by Wall St. Rank hold RIVN as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Rivian position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 269 Rivian shares in Q3 2022, an estimated $7K.
  • Charter Oak Capital Management first reported a position in Rivian in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's Rivian position peaked at $7K in Q2 2022.
  • 591 funds tracked by Wall St. Rank held Rivian as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.