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Simon Quick Advisors’s Rivian RIVN Stock Holding History

Simon Quick 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
2023
Q4 		– Sell
-8,942
Closed -$217K – 376
2023
Q3 		$217K Buy
+8,942
New +$209K 0.02% 291
2022
Q4 		– Sell
-7,047
Closed -$232K – 249
2022
Q3 		$232K Buy
7,047
+47
+0.7% +$1.6K 0.03% 171
2022
Q2 		$250K Buy
+7,000
New +$219K 0.03% 148

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 $999B AUM 46.22% 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 $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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 $550B AUM 43.33% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simon Quick Advisors's RIVN Position: Q4 2023 in Review

Simon Quick Advisors sold out of Rivian (RIVN) in Q4 2023, closing a stake of 8,942 shares — an estimated $217K sold.

Simon Quick Advisors first reported a position in RIVN in Q2 2022 and held it in 3 quarters. The position peaked at $250K in Q2 2022. 711 funds tracked by Wall St. Rank hold RIVN as of Q4 2023.

  • Simon Quick Advisors reported no remaining Rivian position as of Q4 2023 after selling out during the quarter.
  • Simon Quick Advisors sold 8,942 Rivian shares in Q4 2023, an estimated $217K.
  • Simon Quick Advisors first reported a position in Rivian in Q2 2022 and held it in 3 quarters.
  • Simon Quick Advisors's Rivian position peaked at $250K in Q2 2022.
  • 711 funds tracked by Wall St. Rank held Rivian as of Q4 2023.

Based on Simon Quick Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.