TCI Wealth Advisors’s Rivian RIVN Stock Holding History

TCI Wealth 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 Q2	–	Sell	-5,203	Closed	-$80.5K	–	1793
2023 Q1	$80.5K	Buy	5,203 +4,277	+462%	+$72.2K	0.01%	313
2022 Q4	$17.1K	Buy	926 +396	+75%	+$11.7K	﹤0.01%	772
2022 Q3	$17K	Hold	530	–	–	﹤0.01%	734
2022 Q2	$14K	Buy	530 +192	+57%	+$6K	﹤0.01%	816
2022 Q1	$17K	Buy	338 +43	+15%	+$2.62K	﹤0.01%	777
2021 Q4	$31K	Buy	+295	New	+$34K	﹤0.01%	531

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

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

TCI Wealth Advisors's RIVN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Rivian (RIVN) in Q2 2023, closing a stake of 5,203 shares — an estimated $80.5K sold.

TCI Wealth Advisors first reported a position in RIVN in Q4 2021 and held it in 6 quarters. The position peaked at $80.5K in Q1 2023. 620 funds tracked by Wall St. Rank hold RIVN as of Q2 2023.

TCI Wealth Advisors reported no remaining Rivian position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 5,203 Rivian shares in Q2 2023, an estimated $80.5K.
TCI Wealth Advisors first reported a position in Rivian in Q4 2021 and held it in 6 quarters.
TCI Wealth Advisors's Rivian position peaked at $80.5K in Q1 2023.
620 funds tracked by Wall St. Rank held Rivian as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.