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Selective Wealth Management’s Rivian RIVN Stock Holding History

Selective Wealth 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
2022
Q4 		– Sell
-123
Closed -$4K – 594
2022
Q3 		$4K Sell
123
-9
-7% -$307 ﹤0.01% 621
2022
Q2 		$3K Buy
132
+116
+725% +$3.62K ﹤0.01% 677
2022
Q1 		$1K Sell
16
-84
-84% -$5.11K ﹤0.01% 695
2021
Q4 		$10K Buy
+100
New +$11.5K ﹤0.01% 486

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Selective Wealth Management's RIVN Position: Q4 2022 in Review

Selective Wealth Management sold out of Rivian (RIVN) in Q4 2022, closing a stake of 123 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in RIVN in Q4 2021 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 612 funds tracked by Wall St. Rank hold RIVN as of Q4 2022.

  • Selective Wealth Management reported no remaining Rivian position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 123 Rivian shares in Q4 2022, an estimated $4K.
  • Selective Wealth Management first reported a position in Rivian in Q4 2021 and held it in 4 quarters.
  • Selective Wealth Management's Rivian position peaked at $10K in Q4 2021.
  • 612 funds tracked by Wall St. Rank held Rivian as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.