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Cladis Investment Advisory’s Rivian RIVN Stock Holding History

Cladis Investment Advisory’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 		– Sell
-8,650
Closed -$203K – 149
2023
Q4 		$203K Sell
8,650
-700
-7% -$13.2K 0.16% 131
2023
Q3 		$227K Sell
9,350
-43,050
-82% -$1.01M 0.2% 111
2023
Q2 		$873K Sell
52,400
-2,800
-5% -$39.1K 0.76% 43
2023
Q1 		$854K Buy
55,200
+31,800
+136% +$537K 0.77% 41
2022
Q4 		$431K Buy
23,400
+8,800
+60% +$259K 0.43% 72
2022
Q3 		$480K Buy
14,600
+1,700
+13% +$57.9K 0.52% 65
2022
Q2 		$332K Buy
12,900
+8,700
+207% +$272K 0.33% 91
2022
Q1 		$211K Buy
+4,200
New +$256K 0.17% 138

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cladis Investment Advisory's RIVN Position: Q1 2024 in Review

Cladis Investment Advisory sold out of Rivian (RIVN) in Q1 2024, closing a stake of 8,650 shares — an estimated $203K sold.

Cladis Investment Advisory first reported a position in RIVN in Q1 2022 and held it in 8 quarters. The position peaked at $873K in Q2 2023. 690 funds tracked by Wall St. Rank hold RIVN as of Q1 2024.

  • Cladis Investment Advisory reported no remaining Rivian position as of Q1 2024 after selling out during the quarter.
  • Cladis Investment Advisory sold 8,650 Rivian shares in Q1 2024, an estimated $203K.
  • Cladis Investment Advisory first reported a position in Rivian in Q1 2022 and held it in 8 quarters.
  • Cladis Investment Advisory's Rivian position peaked at $873K in Q2 2023.
  • 690 funds tracked by Wall St. Rank held Rivian as of Q1 2024.

Based on Cladis Investment Advisory's 13F filing for Q1 2024, filed 13 May 2024.