High Net Worth Advisory Group’s Rivian RIVN Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-228	Closed	-$4.2K	–	490
2022 Q4	$4.2K	Hold	228	–	–	﹤0.01%	546
2022 Q3	$8K	Sell	228 -1,185	-84%	-$40.4K	﹤0.01%	561
2022 Q2	$36K	Sell	1,413 -3,450	-71%	-$108K	0.01%	369
2022 Q1	$244K	Sell	4,863 -271	-5%	-$16.5K	0.09%	163
2021 Q4	$532K	Buy	+5,134	New	+$592K	0.19%	105

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

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

DCP

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

High Net Worth Advisory Group's RIVN Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Rivian (RIVN) in Q1 2023, closing a stake of 228 shares — an estimated $4.2K sold.

High Net Worth Advisory Group first reported a position in RIVN in Q4 2021 and held it in 5 quarters. The position peaked at $532K in Q4 2021. 604 funds tracked by Wall St. Rank hold RIVN as of Q1 2023.

High Net Worth Advisory Group reported no remaining Rivian position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 228 Rivian shares in Q1 2023, an estimated $4.2K.
High Net Worth Advisory Group first reported a position in Rivian in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Rivian position peaked at $532K in Q4 2021.
604 funds tracked by Wall St. Rank held Rivian as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.