SPWM
RIVN icon

Spartan Planning & Wealth Management’s Rivian RIVN Stock Holding History

Spartan Planning & 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
2023
Q4 		$2.23K Hold
95
– – ﹤0.01% 173
2023
Q3 		$2.31K Buy
+95
New +$2.22K ﹤0.01% 112
2022
Q4 		$1.75K Hold
95
– – ﹤0.01% 129
2022
Q3 		$3K Hold
95
– – ﹤0.01% 64
2022
Q2 		$2K Hold
95
– – ﹤0.01% 83
2022
Q1 		$5K Buy
+95
New +$5.78K 0.01% 119

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 $3.38T AUM 44.17% 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

Spartan Planning & Wealth Management's RIVN Position: Q4 2023 in Review

Spartan Planning & Wealth Management held its Rivian (RIVN) position steady in Q4 2023 at 95 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Spartan Planning & Wealth Management first reported a position in RIVN in Q1 2022 and has held it in 6 quarters since. The position peaked at $5K in Q1 2022. 711 funds tracked by Wall St. Rank hold RIVN as of Q4 2023.

  • Spartan Planning & Wealth Management held 95 shares of Rivian worth $2.23K as of Q4 2023.
  • Spartan Planning & Wealth Management left its Rivian share count unchanged in Q4 2023.
  • Rivian made up ﹤0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #173 holding.
  • Spartan Planning & Wealth Management first reported a position in Rivian in Q1 2022 and has held it in 6 quarters since.
  • Spartan Planning & Wealth Management's Rivian position peaked at $5K in Q1 2022.
  • 711 funds tracked by Wall St. Rank held Rivian as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.