Lumature Wealth Partners’s Rivian RIVN Stock Holding History

Lumature Wealth Partners’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 Q2	$4.5K	Hold	270	–	–	﹤0.01%	344
2023 Q1	$4.18K	Hold	270	–	–	﹤0.01%	343
2022 Q4	$4.98K	Hold	270	–	–	﹤0.01%	341
2022 Q3	$9K	Hold	270	–	–	﹤0.01%	321
2022 Q2	$7K	Buy	270 +20	+8%	+$625	﹤0.01%	342
2022 Q1	$13K	Hold	250	–	–	0.01%	324
2021 Q4	$26K	Buy	+250	New	+$28.8K	0.01%	279

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 $865B AUM 30.76% 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 $1.9T AUM 41.92% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Lumature Wealth Partners's RIVN Position: Q2 2023 in Review

Lumature Wealth Partners held its Rivian (RIVN) position steady in Q2 2023 at 270 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Lumature Wealth Partners first reported a position in RIVN in Q4 2021 and has held it in 7 quarters since. The position peaked at $26K in Q4 2021. 622 funds tracked by Wall St. Rank hold RIVN as of Q2 2023.

Lumature Wealth Partners held 270 shares of Rivian worth $4.5K as of Q2 2023.
Lumature Wealth Partners left its Rivian share count unchanged in Q2 2023.
Rivian made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #344 holding.
Lumature Wealth Partners first reported a position in Rivian in Q4 2021 and has held it in 7 quarters since.
Lumature Wealth Partners's Rivian position peaked at $26K in Q4 2021.
622 funds tracked by Wall St. Rank held Rivian as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.