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Provence Wealth Management Group’s Rivian RIVN Stock Holding History

Provence Wealth Management 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
2023
Q4 		$13K Hold
556
– – 0.01% 295
2023
Q3 		$13.5K Buy
+556
New +$13K 0.01% 285

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Provence Wealth Management Group's RIVN Position: Q4 2023 in Review

Provence Wealth Management Group held its Rivian (RIVN) position steady in Q4 2023 at 556 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #295.

Provence Wealth Management Group first reported a position in RIVN in Q3 2023 and has held it in 2 quarters since. The position peaked at $13.5K in Q3 2023. 711 funds tracked by Wall St. Rank hold RIVN as of Q4 2023.

  • Provence Wealth Management Group held 556 shares of Rivian worth $13K as of Q4 2023.
  • Provence Wealth Management Group left its Rivian share count unchanged in Q4 2023.
  • Rivian made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #295 holding.
  • Provence Wealth Management Group first reported a position in Rivian in Q3 2023 and has held it in 2 quarters since.
  • Provence Wealth Management Group's Rivian position peaked at $13.5K in Q3 2023.
  • 711 funds tracked by Wall St. Rank held Rivian as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.