EWM
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Evermay Wealth Management’s Rivian RIVN Stock Holding History

Evermay 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 		– Sell
-4
Closed -$62 – 566
2023
Q1 		$62 Hold
4
– – ﹤0.01% 530
2022
Q4 		$74 Sell
4
-18
-82% -$530 ﹤0.01% 555
2022
Q3 		$1K Buy
+22
New +$750 ﹤0.01% 506

Other funds holding RIVN

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T. Rowe Price Associates
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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

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

Evermay Wealth Management sold out of Rivian (RIVN) in Q2 2023, closing a stake of 4 shares — an estimated $62 sold.

Evermay Wealth Management first reported a position in RIVN in Q3 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 620 funds tracked by Wall St. Rank hold RIVN as of Q2 2023.

  • Evermay Wealth Management reported no remaining Rivian position as of Q2 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 4 Rivian shares in Q2 2023, an estimated $62.
  • Evermay Wealth Management first reported a position in Rivian in Q3 2022 and held it in 3 quarters.
  • Evermay Wealth Management's Rivian position peaked at $1K in Q3 2022.
  • 620 funds tracked by Wall St. Rank held Rivian as of Q2 2023.

Based on Evermay Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.