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Dougherty Wealth Advisers’s Rivian RIVN Stock Holding History

Dougherty Wealth Advisers’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
Q2 		– Sell
-2,000
Closed -$31K – 128
2023
Q1 		$31K Buy
+2,000
New +$33.8K 0.05% 98
2022
Q4 		– Sell
-20
Closed -$1K – 139
2022
Q3 		$1K Buy
+20
New +$682 ﹤0.01% 132

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Dougherty Wealth Advisers's RIVN Position: Q2 2023 in Review

Dougherty Wealth Advisers sold out of Rivian (RIVN) in Q2 2023, closing a stake of 2,000 shares — an estimated $31K sold.

Dougherty Wealth Advisers first reported a position in RIVN in Q3 2022 and held it in 2 quarters. The position peaked at $31K in Q1 2023. 620 funds tracked by Wall St. Rank hold RIVN as of Q2 2023.

  • Dougherty Wealth Advisers reported no remaining Rivian position as of Q2 2023 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 2,000 Rivian shares in Q2 2023, an estimated $31K.
  • Dougherty Wealth Advisers first reported a position in Rivian in Q3 2022 and held it in 2 quarters.
  • Dougherty Wealth Advisers's Rivian position peaked at $31K in Q1 2023.
  • 620 funds tracked by Wall St. Rank held Rivian as of Q2 2023.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2023, filed 3 Aug 2023.