WealthPLAN Partners’s Rivian RIVN Stock Holding History

WealthPLAN 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 Q3	–	Sell	-4,748	Closed	-$79.1K	–	966
2023 Q2	$79.1K	Sell	4,748 -28	-0.6%	-$391	0.01%	430
2023 Q1	$73.9K	Buy	+4,776	New	+$80.6K	0.01%	487
2022 Q1	–	Sell	-3,182	Closed	-$209K	–	399
2021 Q4	$209K	Buy	+3,182	New	+$367K	0.01%	360

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

WealthPLAN Partners's RIVN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Rivian (RIVN) in Q3 2023, closing a stake of 4,748 shares — an estimated $79.1K sold.

WealthPLAN Partners first reported a position in RIVN in Q4 2021 and held it in 3 quarters. The position peaked at $209K in Q4 2021. 670 funds tracked by Wall St. Rank hold RIVN as of Q3 2023.

WealthPLAN Partners reported no remaining Rivian position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 4,748 Rivian shares in Q3 2023, an estimated $79.1K.
WealthPLAN Partners first reported a position in Rivian in Q4 2021 and held it in 3 quarters.
WealthPLAN Partners's Rivian position peaked at $209K in Q4 2021.
670 funds tracked by Wall St. Rank held Rivian as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.