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Heritage Wealth Management (Arizona)’s Rivian RIVN Stock Holding History

Heritage Wealth Management (Arizona)’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 		$22.4K Buy
1,214
+607
+100% +$17.9K ﹤0.01% 645
2022
Q3 		$20K Hold
607
– – 0.01% 531
2022
Q2 		$15.6K Buy
607
+2
+0.3% +$62 0.01% 583
2022
Q1 		$30K Buy
+605
New +$36.8K 0.01% 538

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 Management (Arizona)'s RIVN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Rivian (RIVN) stake by 100% in Q4 2022, buying an estimated $17.9K and bringing the position to 1,214 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Heritage Wealth Management (Arizona) first reported a position in RIVN in Q1 2022 and has held it in 4 quarters since. The position peaked at $30K in Q1 2022. 612 funds tracked by Wall St. Rank hold RIVN as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,214 shares of Rivian worth $22.4K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 607 Rivian shares in Q4 2022, an estimated $17.9K.
  • Rivian made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #645 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Rivian in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s Rivian position peaked at $30K in Q1 2022.
  • 612 funds tracked by Wall St. Rank held Rivian as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.