KKM Financial’s Rivian RIVN Stock Holding History

KKM Financial’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 Q1	–	Sell	-9,725	Closed	-$228K	–	148
2023 Q4	$228K	Buy	+9,725	New	+$183K	0.14%	119

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

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

KKM Financial's RIVN Position: Q1 2024 in Review

KKM Financial sold out of Rivian (RIVN) in Q1 2024, closing a stake of 9,725 shares — an estimated $228K sold.

KKM Financial first reported a position in RIVN in Q4 2023 and held it in 1 quarter. The position peaked at $228K in Q4 2023. 689 funds tracked by Wall St. Rank hold RIVN as of Q1 2024.

KKM Financial reported no remaining Rivian position as of Q1 2024 after selling out during the quarter.
KKM Financial sold 9,725 Rivian shares in Q1 2024, an estimated $228K.
KKM Financial first reported a position in Rivian in Q4 2023 and held it in 1 quarter.
KKM Financial's Rivian position peaked at $228K in Q4 2023.
689 funds tracked by Wall St. Rank held Rivian as of Q1 2024.

Based on KKM Financial's 13F filing for Q1 2024, filed 14 May 2024.