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Halpern Financial’s Rivian RIVN Stock Holding History

Halpern Financial’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
Q3 		$21.3K Hold
2,000
– – 0.01% 126
2024
Q2 		$26.8K Hold
2,000
– – 0.01% 111
2024
Q1 		$21.1K Hold
2,000
– – 0.01% 129
2023
Q4 		$40.6K Buy
+2,000
New +$37.6K 0.01% 100

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Halpern Financial's RIVN Position: Q3 2024 in Review

Halpern Financial held its Rivian (RIVN) position steady in Q3 2024 at 2,000 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #126.

Halpern Financial first reported a position in RIVN in Q4 2023 and has held it in 4 quarters since. The position peaked at $40.6K in Q4 2023. 708 funds tracked by Wall St. Rank hold RIVN as of Q3 2024.

  • Halpern Financial held 2,000 shares of Rivian worth $21.3K as of Q3 2024.
  • Halpern Financial left its Rivian share count unchanged in Q3 2024.
  • Rivian made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #126 holding.
  • Halpern Financial first reported a position in Rivian in Q4 2023 and has held it in 4 quarters since.
  • Halpern Financial's Rivian position peaked at $40.6K in Q4 2023.
  • 708 funds tracked by Wall St. Rank held Rivian as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.