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Focused Wealth Management’s Rivian RIVN Stock Holding History

Focused 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
2024
Q1 		– Sell
-3,715
Closed -$87.2K – 797
2023
Q4 		$87.2K Buy
3,715
+2,475
+200% +$46.5K 0.01% 223
2023
Q3 		$30.1K Hold
1,240
– – 0.01% 359
2023
Q2 		$20.7K Buy
1,240
+500
+68% +$6.99K ﹤0.01% 429
2023
Q1 		$11.5K Buy
740
+100
+16% +$1.69K ﹤0.01% 515
2022
Q4 		$11.8K Sell
640
-100
-14% -$2.94K ﹤0.01% 507
2022
Q3 		$24K Buy
740
+75
+11% +$2.56K 0.01% 364
2022
Q2 		$17K Buy
665
+550
+478% +$17.2K ﹤0.01% 431
2022
Q1 		$6K Sell
115
-10
-8% -$608 ﹤0.01% 648
2021
Q4 		$13K Buy
+125
New +$14.4K ﹤0.01% 546

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 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 $999B AUM 46.22% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focused Wealth Management's RIVN Position: Q1 2024 in Review

Focused Wealth Management sold out of Rivian (RIVN) in Q1 2024, closing a stake of 3,715 shares — an estimated $87.2K sold.

Focused Wealth Management first reported a position in RIVN in Q4 2021 and held it in 9 quarters. The position peaked at $87.2K in Q4 2023. 692 funds tracked by Wall St. Rank hold RIVN as of Q1 2024.

  • Focused Wealth Management reported no remaining Rivian position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 3,715 Rivian shares in Q1 2024, an estimated $87.2K.
  • Focused Wealth Management first reported a position in Rivian in Q4 2021 and held it in 9 quarters.
  • Focused Wealth Management's Rivian position peaked at $87.2K in Q4 2023.
  • 692 funds tracked by Wall St. Rank held Rivian as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.