LF
RIVN icon

Lee Financial’s Rivian RIVN Stock Holding History

Lee 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
-2,400
Closed -$56.3K – 667
2023
Q4 		$56.3K Buy
+2,400
New +$45.1K 0.01% 219
2023
Q1 		– Sell
-6
Closed -$111 – 932
2022
Q4 		$111 Hold
6
– – ﹤0.01% 912
2022
Q3 		$0 Hold
6
– – ﹤0.01% 983
2022
Q2 		$0 Buy
+6
New +$187 ﹤0.01% 973

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee Financial's RIVN Position: Q1 2024 in Review

Lee Financial sold out of Rivian (RIVN) in Q1 2024, closing a stake of 2,400 shares — an estimated $56.3K sold.

Lee Financial first reported a position in RIVN in Q2 2022 and held it in 4 quarters. The position peaked at $56.3K in Q4 2023. 689 funds tracked by Wall St. Rank hold RIVN as of Q1 2024.

  • Lee Financial reported no remaining Rivian position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 2,400 Rivian shares in Q1 2024, an estimated $56.3K.
  • Lee Financial first reported a position in Rivian in Q2 2022 and held it in 4 quarters.
  • Lee Financial's Rivian position peaked at $56.3K in Q4 2023.
  • 689 funds tracked by Wall St. Rank held Rivian as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.