FRG Family Wealth Advisors’s Rivian RIVN Stock Holding History

FRG Family Wealth Advisors’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	-610	Closed	-$5.43K	–	303
2024 Q1	$5.43K	Buy	+610	New	+$8.79K	﹤0.01%	298

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FRG Family Wealth Advisors's RIVN Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Rivian (RIVN) in Q2 2024, closing a stake of 610 shares — an estimated $5.43K sold.

FRG Family Wealth Advisors first reported a position in RIVN in Q1 2024 and held it in 1 quarter. The position peaked at $5.43K in Q1 2024. 736 funds tracked by Wall St. Rank hold RIVN as of Q2 2024.

FRG Family Wealth Advisors reported no remaining Rivian position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 610 Rivian shares in Q2 2024, an estimated $5.43K.
FRG Family Wealth Advisors first reported a position in Rivian in Q1 2024 and held it in 1 quarter.
FRG Family Wealth Advisors's Rivian position peaked at $5.43K in Q1 2024.
736 funds tracked by Wall St. Rank held Rivian as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.