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Strategic Planning Group’s Rivian RIVN Stock Holding History

Strategic Planning Group’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
-79,181
Closed -$867K – 101
2024
Q1 		$867K Buy
+79,181
New +$1.14M 0.22% 94

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategic Planning Group's RIVN Position: Q2 2024 in Review

Strategic Planning Group sold out of Rivian (RIVN) in Q2 2024, closing a stake of 79,181 shares — an estimated $867K sold.

Strategic Planning Group first reported a position in RIVN in Q1 2024 and held it in 1 quarter. The position peaked at $867K in Q1 2024. 738 funds tracked by Wall St. Rank hold RIVN as of Q2 2024.

  • Strategic Planning Group reported no remaining Rivian position as of Q2 2024 after selling out during the quarter.
  • Strategic Planning Group sold 79,181 Rivian shares in Q2 2024, an estimated $867K.
  • Strategic Planning Group first reported a position in Rivian in Q1 2024 and held it in 1 quarter.
  • Strategic Planning Group's Rivian position peaked at $867K in Q1 2024.
  • 738 funds tracked by Wall St. Rank held Rivian as of Q2 2024.

Based on Strategic Planning Group's 13F filing for Q2 2024, filed 2 Aug 2024.