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Resurgent Financial Advisors’s Rivian RIVN Stock Holding History

Resurgent Financial 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
Q1 		– Sell
-1,030
Closed -$24.2K – 411
2023
Q4 		$24.2K Hold
1,030
– – 0.01% 459
2023
Q3 		$25K Sell
1,030
-540
-34% -$12.6K 0.02% 449
2023
Q2 		$26.2K Hold
1,570
– – 0.02% 444
2023
Q1 		$24.3K Sell
1,570
-50
-3% -$844 0.02% 451
2022
Q4 		$29.9K Buy
+1,620
New +$47.7K 0.02% 532

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resurgent Financial Advisors's RIVN Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Rivian (RIVN) in Q1 2024, closing a stake of 1,030 shares — an estimated $24.2K sold.

Resurgent Financial Advisors first reported a position in RIVN in Q4 2022 and held it in 5 quarters. The position peaked at $29.9K in Q4 2022. 692 funds tracked by Wall St. Rank hold RIVN as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Rivian position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,030 Rivian shares in Q1 2024, an estimated $24.2K.
  • Resurgent Financial Advisors first reported a position in Rivian in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Rivian position peaked at $29.9K in Q4 2022.
  • 692 funds tracked by Wall St. Rank held Rivian as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.