Heritage Financial Services’s Rivian RIVN Stock Holding History

Heritage Financial Services’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
2022 Q3	–	Sell	-175	Closed	-$4K	–	378
2022 Q2	$4K	Buy	+175	New	+$5.47K	﹤0.01%	372

Other funds holding RIVN

ACI

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

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

DCP

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

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

Heritage Financial Services's RIVN Position: Q3 2022 in Review

Heritage Financial Services sold out of Rivian (RIVN) in Q3 2022, closing a stake of 175 shares — an estimated $4K sold.

Heritage Financial Services first reported a position in RIVN in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 591 funds tracked by Wall St. Rank hold RIVN as of Q3 2022.

Heritage Financial Services reported no remaining Rivian position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 175 Rivian shares in Q3 2022, an estimated $4K.
Heritage Financial Services first reported a position in Rivian in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Rivian position peaked at $4K in Q2 2022.
591 funds tracked by Wall St. Rank held Rivian as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.