Endurance Wealth Management’s Rivian RIVN Stock Holding History

Endurance Wealth Management’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	$8K	Hold	500	–	–	﹤0.01%	519
2023 Q1	$8K	Hold	500	–	–	﹤0.01%	522
2022 Q4	$9K	Hold	500	–	–	﹤0.01%	486
2022 Q3	$16K	Buy	500 +200	+67%	+$6.82K	﹤0.01%	436
2022 Q2	$8K	Hold	300	–	–	﹤0.01%	504
2022 Q1	$15K	Buy	+300	New	+$18.3K	﹤0.01%	486

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

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Endurance Wealth Management's RIVN Position: Q2 2023 in Review

Endurance Wealth Management held its Rivian (RIVN) position steady in Q2 2023 at 500 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Endurance Wealth Management first reported a position in RIVN in Q1 2022 and has held it in 6 quarters since. The position peaked at $16K in Q3 2022. 620 funds tracked by Wall St. Rank hold RIVN as of Q2 2023.

Endurance Wealth Management held 500 shares of Rivian worth $8K as of Q2 2023.
Endurance Wealth Management left its Rivian share count unchanged in Q2 2023.
Rivian made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #519 holding.
Endurance Wealth Management first reported a position in Rivian in Q1 2022 and has held it in 6 quarters since.
Endurance Wealth Management's Rivian position peaked at $16K in Q3 2022.
620 funds tracked by Wall St. Rank held Rivian as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.