Nicolet Advisory Services’s Rivian RIVN Stock Holding History

Nicolet Advisory Services’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 Q4	–	Sell	-8,713	Closed	-$206K	–	334
2023 Q3	$206K	Sell	8,713 -1,410	-14%	-$32.9K	0.02%	294
2023 Q2	$219K	Sell	10,123 -98	-1%	-$1.37K	0.02%	284
2023 Q1	$148K	Buy	+10,221	New	+$173K	0.02%	274

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 $999B AUM 46.22% 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 $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nicolet Advisory Services's RIVN Position: Q4 2023 in Review

Nicolet Advisory Services sold out of Rivian (RIVN) in Q4 2023, closing a stake of 8,713 shares — an estimated $206K sold.

Nicolet Advisory Services first reported a position in RIVN in Q1 2023 and held it in 3 quarters. The position peaked at $219K in Q2 2023. 711 funds tracked by Wall St. Rank hold RIVN as of Q4 2023.

Nicolet Advisory Services reported no remaining Rivian position as of Q4 2023 after selling out during the quarter.
Nicolet Advisory Services sold 8,713 Rivian shares in Q4 2023, an estimated $206K.
Nicolet Advisory Services first reported a position in Rivian in Q1 2023 and held it in 3 quarters.
Nicolet Advisory Services's Rivian position peaked at $219K in Q2 2023.
711 funds tracked by Wall St. Rank held Rivian as of Q4 2023.

Based on Nicolet Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.