Turtle Creek Wealth Advisors’s Rivian RIVN Stock Holding History

Turtle Creek 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
2024 Q1	–	Sell	-746	Closed	-$17.5K	–	684
2023 Q4	$17.5K	Buy	+746	New	+$14K	0.01%	448

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Turtle Creek Wealth Advisors's RIVN Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Rivian (RIVN) in Q1 2024, closing a stake of 746 shares — an estimated $17.5K sold.

Turtle Creek Wealth Advisors first reported a position in RIVN in Q4 2023 and held it in 1 quarter. The position peaked at $17.5K in Q4 2023. 689 funds tracked by Wall St. Rank hold RIVN as of Q1 2024.

Turtle Creek Wealth Advisors reported no remaining Rivian position as of Q1 2024 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 746 Rivian shares in Q1 2024, an estimated $17.5K.
Turtle Creek Wealth Advisors first reported a position in Rivian in Q4 2023 and held it in 1 quarter.
Turtle Creek Wealth Advisors's Rivian position peaked at $17.5K in Q4 2023.
689 funds tracked by Wall St. Rank held Rivian as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.