Confluence Wealth Services’s Rivian RIVN Stock Holding History

Confluence Wealth Services’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 Q1	–	Sell	-279	Closed	-$28K	–	947
2021 Q4	$28K	Buy	+279	New	+$32.1K	0.01%	635

Other funds holding RIVN

ACI

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Confluence Wealth Services's RIVN Position: Q1 2022 in Review

Confluence Wealth Services sold out of Rivian (RIVN) in Q1 2022, closing a stake of 279 shares — an estimated $28K sold.

Confluence Wealth Services first reported a position in RIVN in Q4 2021 and held it in 1 quarter. The position peaked at $28K in Q4 2021. 506 funds tracked by Wall St. Rank hold RIVN as of Q1 2022.

Confluence Wealth Services reported no remaining Rivian position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 279 Rivian shares in Q1 2022, an estimated $28K.
Confluence Wealth Services first reported a position in Rivian in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Rivian position peaked at $28K in Q4 2021.
506 funds tracked by Wall St. Rank held Rivian as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.