FM
RIVN icon

Family Management’s Rivian RIVN Stock Holding History

Family 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
2024
Q2 		– Sell
-2,000
Closed -$21.9K – 196
2024
Q1 		$21.9K Hold
2,000
– – ﹤0.01% 166
2023
Q4 		$46.9K Hold
2,000
– – 0.01% 152
2023
Q3 		$48.6K Buy
+2,000
New +$46.7K 0.01% 142

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Family Management's RIVN Position: Q2 2024 in Review

Family Management sold out of Rivian (RIVN) in Q2 2024, closing a stake of 8,679 shares — an estimated $95K sold.

Family Management first reported a position in RIVN in Q3 2023 and held it in 3 quarters. The position peaked at $211K in Q3 2023. 737 funds tracked by Wall St. Rank hold RIVN as of Q2 2024.

  • Family Management reported no remaining Rivian position as of Q2 2024 after selling out during the quarter.
  • Family Management sold 8,679 Rivian shares in Q2 2024, an estimated $95K.
  • Family Management first reported a position in Rivian in Q3 2023 and held it in 3 quarters.
  • Family Management's Rivian position peaked at $211K in Q3 2023.
  • 737 funds tracked by Wall St. Rank held Rivian as of Q2 2024.

Based on Family Management's 13F filing for Q2 2024, filed 14 Aug 2024.