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Opal Wealth Advisors’s Rivian RIVN Stock Holding History

Opal Wealth Advisors’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
Q3 		– Sell
-51
Closed -$685 – 960
2024
Q2 		$685 Buy
+51
New +$533 ﹤0.01% 1133

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Opal Wealth Advisors's RIVN Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Rivian (RIVN) in Q3 2024, closing a stake of 51 shares — an estimated $685 sold.

Opal Wealth Advisors first reported a position in RIVN in Q2 2024 and held it in 1 quarter. The position peaked at $685 in Q2 2024. 709 funds tracked by Wall St. Rank hold RIVN as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Rivian position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 51 Rivian shares in Q3 2024, an estimated $685.
  • Opal Wealth Advisors first reported a position in Rivian in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Rivian position peaked at $685 in Q2 2024.
  • 709 funds tracked by Wall St. Rank held Rivian as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.