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Morton Brown Family Wealth’s Rivian RIVN Stock Holding History

Morton Brown Family 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
2024
Q2 		– Sell
-83
Closed -$909 – 229
2024
Q1 		$909 Hold
83
– – ﹤0.01% 198
2023
Q4 		$1.95K Hold
83
– – ﹤0.01% 243
2023
Q3 		$2.02K Hold
83
– – ﹤0.01% 159
2023
Q2 		$1.38K Hold
83
– – ﹤0.01% 162
2023
Q1 		$1.28K Hold
83
– – ﹤0.01% 241
2022
Q4 		$1.53K Hold
83
– – ﹤0.01% 143
2022
Q3 		$3K Hold
83
– – ﹤0.01% 161
2022
Q2 		$2K Hold
83
– – ﹤0.01% 201
2022
Q1 		$4K Hold
83
– – ﹤0.01% 120
2021
Q4 		$9K Buy
+83
New +$9.56K 0.01% 125

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morton Brown Family Wealth's RIVN Position: Q2 2024 in Review

Morton Brown Family Wealth sold out of Rivian (RIVN) in Q2 2024, closing a stake of 83 shares — an estimated $909 sold.

Morton Brown Family Wealth first reported a position in RIVN in Q4 2021 and held it in 10 quarters. The position peaked at $9K in Q4 2021. 739 funds tracked by Wall St. Rank hold RIVN as of Q2 2024.

  • Morton Brown Family Wealth reported no remaining Rivian position as of Q2 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 83 Rivian shares in Q2 2024, an estimated $909.
  • Morton Brown Family Wealth first reported a position in Rivian in Q4 2021 and held it in 10 quarters.
  • Morton Brown Family Wealth's Rivian position peaked at $9K in Q4 2021.
  • 739 funds tracked by Wall St. Rank held Rivian as of Q2 2024.

Based on Morton Brown Family Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.