MW
RIVN icon

Milestone Wealth’s Rivian RIVN Stock Holding History

Milestone Wealth’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
2022
Q3 		$46K Hold
1,385
– – 0.05% 115
2022
Q2 		$36K Buy
1,385
+385
+39% +$12K 0.04% 126
2022
Q1 		$104K Hold
1,000
– – 0.08% 83
2021
Q4 		$104K Buy
+1,000
New +$115K 0.08% 83

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Milestone Wealth's RIVN Position: Q3 2022 in Review

Milestone Wealth held its Rivian (RIVN) position steady in Q3 2022 at 1,385 shares worth $46K. The position accounts for 0.05% of the portfolio, ranked #115.

Milestone Wealth first reported a position in RIVN in Q4 2021 and has held it in 4 quarters since. The position peaked at $104K in Q1 2022. 590 funds tracked by Wall St. Rank hold RIVN as of Q3 2022.

  • Milestone Wealth held 1,385 shares of Rivian worth $46K as of Q3 2022.
  • Milestone Wealth left its Rivian share count unchanged in Q3 2022.
  • Rivian made up 0.05% of Milestone Wealth's portfolio in Q3 2022, its #115 holding.
  • Milestone Wealth first reported a position in Rivian in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Rivian position peaked at $104K in Q1 2022.
  • 590 funds tracked by Wall St. Rank held Rivian as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.