WIM
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WealthPlan Investment Management’s Rivian RIVN Stock Holding History

WealthPlan Investment Management’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
Q3 		– Sell
-24
Closed -$400 – 308
2023
Q2 		$400 Hold
24
– – ﹤0.01% 351
2023
Q1 		$372 Buy
+24
New +$405 ﹤0.01% 426

Other funds holding RIVN

ACI
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

WealthPlan Investment Management's RIVN Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Rivian (RIVN) in Q3 2023, closing a stake of 24 shares — an estimated $400 sold.

WealthPlan Investment Management first reported a position in RIVN in Q1 2023 and held it in 2 quarters. The position peaked at $400 in Q2 2023. 670 funds tracked by Wall St. Rank hold RIVN as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Rivian position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 24 Rivian shares in Q3 2023, an estimated $400.
  • WealthPlan Investment Management first reported a position in Rivian in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Rivian position peaked at $400 in Q2 2023.
  • 670 funds tracked by Wall St. Rank held Rivian as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.