Strait & Sound Wealth Management’s Rivian RIVN Stock Holding History

Strait & Sound 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	–	Sell	-9,065	Closed	-$220K	–	137
2023 Q3	$220K	Buy	+9,065	New	+$212K	0.19%	118

Other funds holding RIVN

ACI

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Strait & Sound Wealth Management's RIVN Position: Q4 2023 in Review

Strait & Sound Wealth Management sold out of Rivian (RIVN) in Q4 2023, closing a stake of 9,065 shares — an estimated $220K sold.

Strait & Sound Wealth Management first reported a position in RIVN in Q3 2023 and held it in 1 quarter. The position peaked at $220K in Q3 2023. 711 funds tracked by Wall St. Rank hold RIVN as of Q4 2023.

Strait & Sound Wealth Management reported no remaining Rivian position as of Q4 2023 after selling out during the quarter.
Strait & Sound Wealth Management sold 9,065 Rivian shares in Q4 2023, an estimated $220K.
Strait & Sound Wealth Management first reported a position in Rivian in Q3 2023 and held it in 1 quarter.
Strait & Sound Wealth Management's Rivian position peaked at $220K in Q3 2023.
711 funds tracked by Wall St. Rank held Rivian as of Q4 2023.

Based on Strait & Sound Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.