LWAC
RIVN icon

Laurel Wealth Advisors (California)’s Rivian RIVN Stock Holding History

Laurel Wealth Advisors (California)’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 		– Sell
-9,269
Closed -$305K – 665
2022
Q3 		$305K Buy
+9,269
New +$316K 0.03% 479
2022
Q2 		– Sell
-5,832
Closed -$293K – 733
2022
Q1 		$293K Sell
5,832
-438
-7% -$26.7K 0.02% 595
2021
Q4 		$650K Buy
+6,270
New +$722K 0.05% 368

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

Laurel Wealth Advisors (California)'s RIVN Position: Q4 2022 in Review

Laurel Wealth Advisors (California) sold out of Rivian (RIVN) in Q4 2022, closing a stake of 9,269 shares — an estimated $305K sold.

Laurel Wealth Advisors (California) first reported a position in RIVN in Q4 2021 and held it in 3 quarters. The position peaked at $650K in Q4 2021. 612 funds tracked by Wall St. Rank hold RIVN as of Q4 2022.

  • Laurel Wealth Advisors (California) reported no remaining Rivian position as of Q4 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 9,269 Rivian shares in Q4 2022, an estimated $305K.
  • Laurel Wealth Advisors (California) first reported a position in Rivian in Q4 2021 and held it in 3 quarters.
  • Laurel Wealth Advisors (California)'s Rivian position peaked at $650K in Q4 2021.
  • 612 funds tracked by Wall St. Rank held Rivian as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.