Hall Private Wealth Advisors’s Rivian RIVN Stock Holding History

Hall Private 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
2023 Q3	$304K	Sell	12,500 -7,500	-38%	-$175K	0.2%	34
2023 Q2	$333K	Buy	20,000 +10,000	+100%	+$140K	0.18%	38
2023 Q1	$155K	Buy	+10,000	New	+$169K	0.08%	48

Other funds holding RIVN

ACI

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Hall Private Wealth Advisors's RIVN Position: Q3 2023 in Review

Hall Private Wealth Advisors reduced its Rivian (RIVN) stake by 38% in Q3 2023, selling an estimated $175K and leaving 12,500 shares worth $304K. The position accounts for 0.2% of the portfolio, ranked #34.

Hall Private Wealth Advisors first reported a position in RIVN in Q1 2023 and has held it in 3 quarters since. The position peaked at $333K in Q2 2023. 669 funds tracked by Wall St. Rank hold RIVN as of Q3 2023.

Hall Private Wealth Advisors held 12,500 shares of Rivian worth $304K as of Q3 2023.
Hall Private Wealth Advisors sold 7,500 Rivian shares in Q3 2023, an estimated $175K.
Rivian made up 0.2% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #34 holding.
Hall Private Wealth Advisors first reported a position in Rivian in Q1 2023 and has held it in 3 quarters since.
Hall Private Wealth Advisors's Rivian position peaked at $333K in Q2 2023.
669 funds tracked by Wall St. Rank held Rivian as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.