Legacy Financial Group (Iowa)’s Rivian RIVN Stock Holding History

Legacy Financial Group (Iowa)’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	-913	Closed	-$22.2K	–	408
2023 Q3	$22.2K	Buy	+913	New	+$21.3K	0.01%	257

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Financial Group (Iowa)'s RIVN Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Rivian (RIVN) in Q4 2023, closing a stake of 913 shares — an estimated $22.2K sold.

Legacy Financial Group (Iowa) first reported a position in RIVN in Q3 2023 and held it in 1 quarter. The position peaked at $22.2K in Q3 2023. 711 funds tracked by Wall St. Rank hold RIVN as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining Rivian position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 913 Rivian shares in Q4 2023, an estimated $22.2K.
Legacy Financial Group (Iowa) first reported a position in Rivian in Q3 2023 and held it in 1 quarter.
Legacy Financial Group (Iowa)'s Rivian position peaked at $22.2K in Q3 2023.
711 funds tracked by Wall St. Rank held Rivian as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.