LM Advisors’s Rivian RIVN Stock Holding History

LM Advisors’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 Q2	–	Hold	0	–	–	–	83
2024 Q1	–	Sell	-1,683	Closed	-$24.3K	–	115
2023 Q4	$39.5K	Buy	+1,683	New	+$31.6K	0.01%	358

Other funds holding RIVN

ACI

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LM Advisors's RIVN Position: Q2 2024 in Review

LM Advisors held its Rivian (RIVN) position steady in Q2 2024 at 0 shares worth $1.04M. The position accounts for 0.18% of the portfolio, ranked #83.

LM Advisors first reported a position in RIVN in Q4 2023 and has held it in 1 quarter since. The position peaked at $39.5K in Q4 2023. 738 funds tracked by Wall St. Rank hold RIVN as of Q2 2024.

LM Advisors held 0 shares of Rivian worth $1.04M as of Q2 2024.
LM Advisors left its Rivian share count unchanged in Q2 2024.
Rivian made up 0.18% of LM Advisors's portfolio in Q2 2024, its #83 holding.
LM Advisors first reported a position in Rivian in Q4 2023 and has held it in 1 quarter since.
LM Advisors's Rivian position peaked at $39.5K in Q4 2023.
738 funds tracked by Wall St. Rank held Rivian as of Q2 2024.

Based on LM Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.