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Institutional & Family Asset Management’s Rivian RIVN Stock Holding History

Institutional & Family Asset Management’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
Q2 		$1.95K Hold
145
– – ﹤0.01% 583
2024
Q1 		$1.59K Hold
145
– – ﹤0.01% 599
2023
Q4 		$3.4K Sell
145
-6
-4% -$113 ﹤0.01% 524
2023
Q3 		$3.67K Hold
151
– – ﹤0.01% 501
2023
Q2 		$2.52K Hold
151
– – ﹤0.01% 553
2023
Q1 		$2.34K Hold
151
– – ﹤0.01% 554
2022
Q4 		$2.78K Hold
151
– – ﹤0.01% 532
2022
Q3 		$5K Buy
+151
New +$5.15K ﹤0.01% 489

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Institutional & Family Asset Management's RIVN Position: Q2 2024 in Review

Institutional & Family Asset Management held its Rivian (RIVN) position steady in Q2 2024 at 145 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Institutional & Family Asset Management first reported a position in RIVN in Q3 2022 and has held it in 8 quarters since. The position peaked at $5K in Q3 2022. 736 funds tracked by Wall St. Rank hold RIVN as of Q2 2024.

  • Institutional & Family Asset Management held 145 shares of Rivian worth $1.95K as of Q2 2024.
  • Institutional & Family Asset Management left its Rivian share count unchanged in Q2 2024.
  • Rivian made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #583 holding.
  • Institutional & Family Asset Management first reported a position in Rivian in Q3 2022 and has held it in 8 quarters since.
  • Institutional & Family Asset Management's Rivian position peaked at $5K in Q3 2022.
  • 736 funds tracked by Wall St. Rank held Rivian as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.