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Heritage Wealth Advisors’s Rivian RIVN Stock Holding History

Heritage 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
2022
Q4 		– Sell
-150
Closed -$4.94K – 574
2022
Q3 		$4.94K Hold
150
– – ﹤0.01% 452
2022
Q2 		$4K Hold
150
– – ﹤0.01% 504
2022
Q1 		$8K Sell
150
-1,000
-87% -$60.8K ﹤0.01% 448
2021
Q4 		$119K Buy
+1,150
New +$133K 0.01% 247

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Heritage Wealth Advisors's RIVN Position: Q4 2022 in Review

Heritage Wealth Advisors sold out of Rivian (RIVN) in Q4 2022, closing a stake of 150 shares — an estimated $4.94K sold.

Heritage Wealth Advisors first reported a position in RIVN in Q4 2021 and held it in 4 quarters. The position peaked at $119K in Q4 2021. 612 funds tracked by Wall St. Rank hold RIVN as of Q4 2022.

  • Heritage Wealth Advisors reported no remaining Rivian position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 150 Rivian shares in Q4 2022, an estimated $4.94K.
  • Heritage Wealth Advisors first reported a position in Rivian in Q4 2021 and held it in 4 quarters.
  • Heritage Wealth Advisors's Rivian position peaked at $119K in Q4 2021.
  • 612 funds tracked by Wall St. Rank held Rivian as of Q4 2022.

Based on Heritage Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.