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Wealthcare Advisory Partners’s Rivian RIVN Stock Holding History

Wealthcare Advisory Partners’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
Q1 		– Sell
-11,775
Closed -$217K – 734
2022
Q4 		$217K Buy
11,775
+94
+0.8% +$2.77K 0.01% 634
2022
Q3 		$384K Sell
11,681
-861
-7% -$29.3K 0.02% 427
2022
Q2 		$323K Buy
+12,542
New +$392K 0.02% 409

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthcare Advisory Partners's RIVN Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of Rivian (RIVN) in Q1 2023, closing a stake of 11,775 shares — an estimated $217K sold.

Wealthcare Advisory Partners first reported a position in RIVN in Q2 2022 and held it in 3 quarters. The position peaked at $384K in Q3 2022. 604 funds tracked by Wall St. Rank hold RIVN as of Q1 2023.

  • Wealthcare Advisory Partners reported no remaining Rivian position as of Q1 2023 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 11,775 Rivian shares in Q1 2023, an estimated $217K.
  • Wealthcare Advisory Partners first reported a position in Rivian in Q2 2022 and held it in 3 quarters.
  • Wealthcare Advisory Partners's Rivian position peaked at $384K in Q3 2022.
  • 604 funds tracked by Wall St. Rank held Rivian as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.