Oxford Wealth Group’s Rivian RIVN Stock Holding History

Oxford Wealth Group’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	-14,500	Closed	-$195K	–	66
2024 Q2	$195K	Buy	+14,500	New	+$152K	0.13%	67

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Oxford Wealth Group's RIVN Position: Q3 2024 in Review

Oxford Wealth Group sold out of Rivian (RIVN) in Q3 2024, closing a stake of 14,500 shares — an estimated $195K sold.

Oxford Wealth Group first reported a position in RIVN in Q2 2024 and held it in 1 quarter. The position peaked at $195K in Q2 2024. 709 funds tracked by Wall St. Rank hold RIVN as of Q3 2024.

Oxford Wealth Group reported no remaining Rivian position as of Q3 2024 after selling out during the quarter.
Oxford Wealth Group sold 14,500 Rivian shares in Q3 2024, an estimated $195K.
Oxford Wealth Group first reported a position in Rivian in Q2 2024 and held it in 1 quarter.
Oxford Wealth Group's Rivian position peaked at $195K in Q2 2024.
709 funds tracked by Wall St. Rank held Rivian as of Q3 2024.

Based on Oxford Wealth Group's 13F filing for Q3 2024, filed 12 Nov 2024.