CM Wealth Advisors’s Rivian RIVN Stock Holding History

CM 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	-160	Closed	-$4.31K	–	150
2023 Q2	$4.31K	Buy	+160	New	+$2.24K	﹤0.01%	164

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

CM Wealth Advisors sold out of Rivian (RIVN) in Q3 2023, closing a stake of 160 shares — an estimated $4.31K sold.

CM Wealth Advisors first reported a position in RIVN in Q2 2023 and held it in 1 quarter. The position peaked at $4.31K in Q2 2023. 670 funds tracked by Wall St. Rank hold RIVN as of Q3 2023.

CM Wealth Advisors reported no remaining Rivian position as of Q3 2023 after selling out during the quarter.
CM Wealth Advisors sold 160 Rivian shares in Q3 2023, an estimated $4.31K.
CM Wealth Advisors first reported a position in Rivian in Q2 2023 and held it in 1 quarter.
CM Wealth Advisors's Rivian position peaked at $4.31K in Q2 2023.
670 funds tracked by Wall St. Rank held Rivian as of Q3 2023.

Based on CM Wealth Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.