Private Ocean’s Rivian RIVN Stock Holding History

Private Ocean’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	$21.1K	Buy	1,570 +20	+1%	+$209	﹤0.01%	329
2024 Q1	$17K	Buy	+1,550	New	+$22.3K	﹤0.01%	321

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

Private Ocean's RIVN Position: Q2 2024 in Review

Private Ocean increased its Rivian (RIVN) stake by 1.3% in Q2 2024, buying an estimated $209 and bringing the position to 1,570 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Private Ocean first reported a position in RIVN in Q1 2024 and has held it in 2 quarters since. 738 funds tracked by Wall St. Rank hold RIVN as of Q2 2024.

Private Ocean held 1,570 shares of Rivian worth $21.1K as of Q2 2024.
Private Ocean bought 20 Rivian shares in Q2 2024, an estimated $209.
Rivian made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #329 holding.
Private Ocean first reported a position in Rivian in Q1 2024 and has held it in 2 quarters since.
738 funds tracked by Wall St. Rank held Rivian as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.