Secure Asset Management’s Rivian RIVN Stock Holding History

Secure Asset Management’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	-28,119	Closed	-$518K	–	204
2022 Q4	$518K	Buy	28,119 +20,740	+281%	+$610K	0.19%	115
2022 Q3	$243K	Sell	7,379 -1,814	-20%	-$61.8K	0.14%	123
2022 Q2	$237K	Buy	+9,193	New	+$287K	0.13%	134

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Secure Asset Management's RIVN Position: Q1 2023 in Review

Secure Asset Management sold out of Rivian (RIVN) in Q1 2023, closing a stake of 28,119 shares — an estimated $518K sold.

Secure Asset Management first reported a position in RIVN in Q2 2022 and held it in 3 quarters. The position peaked at $518K in Q4 2022. 604 funds tracked by Wall St. Rank hold RIVN as of Q1 2023.

Secure Asset Management reported no remaining Rivian position as of Q1 2023 after selling out during the quarter.
Secure Asset Management sold 28,119 Rivian shares in Q1 2023, an estimated $518K.
Secure Asset Management first reported a position in Rivian in Q2 2022 and held it in 3 quarters.
Secure Asset Management's Rivian position peaked at $518K in Q4 2022.
604 funds tracked by Wall St. Rank held Rivian as of Q1 2023.

Based on Secure Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.