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Modera Wealth Management’s Rivian RIVN Stock Holding History

Modera 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
2022
Q4 		– Sell
-14,285
Closed -$470K – 360
2022
Q3 		$470K Hold
14,285
– – 0.02% 191
2022
Q2 		$368K Buy
+14,285
New +$446K 0.02% 231

Other funds holding RIVN

ACI
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Modera Wealth Management's RIVN Position: Q4 2022 in Review

Modera Wealth Management sold out of Rivian (RIVN) in Q4 2022, closing a stake of 14,285 shares — an estimated $470K sold.

Modera Wealth Management first reported a position in RIVN in Q2 2022 and held it in 2 quarters. The position peaked at $470K in Q3 2022. 612 funds tracked by Wall St. Rank hold RIVN as of Q4 2022.

  • Modera Wealth Management reported no remaining Rivian position as of Q4 2022 after selling out during the quarter.
  • Modera Wealth Management sold 14,285 Rivian shares in Q4 2022, an estimated $470K.
  • Modera Wealth Management first reported a position in Rivian in Q2 2022 and held it in 2 quarters.
  • Modera Wealth Management's Rivian position peaked at $470K in Q3 2022.
  • 612 funds tracked by Wall St. Rank held Rivian as of Q4 2022.

Based on Modera Wealth Management's 13F filing for Q4 2022, filed 7 Feb 2023.