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Retirement Financial Solutions’s Rivian RIVN Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-168
Closed -$3.1K – 199
2022
Q4 		$3.1K Buy
+168
New +$4.95K ﹤0.01% 194

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DCP
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Financial Solutions's RIVN Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Rivian (RIVN) in Q1 2023, closing a stake of 168 shares — an estimated $3.1K sold.

Retirement Financial Solutions first reported a position in RIVN in Q4 2022 and held it in 1 quarter. The position peaked at $3.1K in Q4 2022. 604 funds tracked by Wall St. Rank hold RIVN as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Rivian position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 168 Rivian shares in Q1 2023, an estimated $3.1K.
  • Retirement Financial Solutions first reported a position in Rivian in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Rivian position peaked at $3.1K in Q4 2022.
  • 604 funds tracked by Wall St. Rank held Rivian as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.