Long Island Wealth Management’s Rivian RIVN Stock Holding History

Long Island Wealth Management’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	-150	Closed	-$4K	–	325
2023 Q4	$4K	Buy	+150	New	+$2.82K	﹤0.01%	294

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

Long Island Wealth Management's RIVN Position: Q1 2024 in Review

Long Island Wealth Management sold out of Rivian (RIVN) in Q1 2024, closing a stake of 150 shares — an estimated $4K sold.

Long Island Wealth Management first reported a position in RIVN in Q4 2023 and held it in 1 quarter. The position peaked at $4K in Q4 2023. 689 funds tracked by Wall St. Rank hold RIVN as of Q1 2024.

Long Island Wealth Management reported no remaining Rivian position as of Q1 2024 after selling out during the quarter.
Long Island Wealth Management sold 150 Rivian shares in Q1 2024, an estimated $4K.
Long Island Wealth Management first reported a position in Rivian in Q4 2023 and held it in 1 quarter.
Long Island Wealth Management's Rivian position peaked at $4K in Q4 2023.
689 funds tracked by Wall St. Rank held Rivian as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.