Simplicity Wealth’s Rivian RIVN Stock Holding History

Simplicity Wealth’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 Q2	–	Sell	-22,357	Closed	-$245K	–	1292
2024 Q1	$245K	Buy	+22,357	New	+$322K	0.01%	994

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simplicity Wealth's RIVN Position: Q2 2024 in Review

Simplicity Wealth sold out of Rivian (RIVN) in Q2 2024, closing a stake of 22,357 shares — an estimated $245K sold.

Simplicity Wealth first reported a position in RIVN in Q1 2024 and held it in 1 quarter. The position peaked at $245K in Q1 2024. 738 funds tracked by Wall St. Rank hold RIVN as of Q2 2024.

Simplicity Wealth reported no remaining Rivian position as of Q2 2024 after selling out during the quarter.
Simplicity Wealth sold 22,357 Rivian shares in Q2 2024, an estimated $245K.
Simplicity Wealth first reported a position in Rivian in Q1 2024 and held it in 1 quarter.
Simplicity Wealth's Rivian position peaked at $245K in Q1 2024.
738 funds tracked by Wall St. Rank held Rivian as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.