KLWA
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Kelly Lawrence W & Associates’s Rivian RIVN Stock Holding History

Kelly Lawrence W & Associates’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
Q4 		– Sell
-400
Closed -$9.71K – 174
2023
Q3 		$9.71K Hold
400
– – ﹤0.01% 140
2023
Q2 		$6.28K Hold
400
– – ﹤0.01% 142
2023
Q1 		$6.19K Hold
400
– – ﹤0.01% 145
2022
Q4 		$7.37K Hold
400
– – ﹤0.01% 140
2022
Q3 		$13K Hold
400
– – ﹤0.01% 144
2022
Q2 		$10K Buy
400
+200
+100% +$6.25K ﹤0.01% 152
2022
Q1 		$10K Buy
200
+100
+100% +$6.08K ﹤0.01% 148
2021
Q4 		$10K Buy
+100
New +$11.5K ﹤0.01% 152

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kelly Lawrence W & Associates's RIVN Position: Q4 2023 in Review

Kelly Lawrence W & Associates sold out of Rivian (RIVN) in Q4 2023, closing a stake of 400 shares — an estimated $9.71K sold.

Kelly Lawrence W & Associates first reported a position in RIVN in Q4 2021 and held it in 8 quarters. The position peaked at $13K in Q3 2022. 711 funds tracked by Wall St. Rank hold RIVN as of Q4 2023.

  • Kelly Lawrence W & Associates reported no remaining Rivian position as of Q4 2023 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 400 Rivian shares in Q4 2023, an estimated $9.71K.
  • Kelly Lawrence W & Associates first reported a position in Rivian in Q4 2021 and held it in 8 quarters.
  • Kelly Lawrence W & Associates's Rivian position peaked at $13K in Q3 2022.
  • 711 funds tracked by Wall St. Rank held Rivian as of Q4 2023.

Based on Kelly Lawrence W & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.