TCBWMS
Texas Capital Bank Wealth Management Services’s Rivian RIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,000
| Closed | -$224K | – | 197 |
|
|
2024
Q3 | $224K | Sell |
20,000
-130,000
| -87% | -$1.46M | 0.02% | 175 |
|
|
2024
Q2 | $2.01M | Sell |
150,000
-150,000
| -50% | -$2.01M | 0.21% | 53 |
|
|
2024
Q1 | $3.29M | Buy |
300,000
+190,000
| +173% | +$2.08M | 0.36% | 44 |
|
|
2023
Q4 | $2.58M | Buy |
110,000
+90,000
| +450% | +$2.11M | 0.31% | 46 |
|
|
2023
Q3 | $486K | Buy |
+20,000
| New | +$486K | 0.06% | 124 |
|