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Clearview Wealth Advisors’s Rivian RIVN Stock Holding History

Clearview 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
Q3 		– Sell
-1,509
Closed -$25.1K – 508
2023
Q2 		$25.1K Buy
1,509
+60
+4% +$838 0.03% 249
2023
Q1 		$22.4K Hold
1,449
– – 0.02% 262
2022
Q4 		$26.7K Buy
1,449
+1,040
+254% +$30.6K 0.02% 215
2022
Q3 		$13K Sell
409
-50
-11% -$1.7K 0.01% 308
2022
Q2 		$12K Buy
459
+375
+446% +$11.7K 0.01% 339
2022
Q1 		$4K Buy
+84
New +$5.11K ﹤0.01% 476

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Clearview Wealth Advisors's RIVN Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Rivian (RIVN) in Q3 2023, closing a stake of 1,509 shares — an estimated $25.1K sold.

Clearview Wealth Advisors first reported a position in RIVN in Q1 2022 and held it in 6 quarters. The position peaked at $26.7K in Q4 2022. 670 funds tracked by Wall St. Rank hold RIVN as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Rivian position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,509 Rivian shares in Q3 2023, an estimated $25.1K.
  • Clearview Wealth Advisors first reported a position in Rivian in Q1 2022 and held it in 6 quarters.
  • Clearview Wealth Advisors's Rivian position peaked at $26.7K in Q4 2022.
  • 670 funds tracked by Wall St. Rank held Rivian as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.