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West Oak Capital’s Rivian RIVN Stock Holding History

West Oak Capital’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
-70
Closed -$1K – 311
2023
Q4 		$1K Buy
70
+15
+27% +$282 ﹤0.01% 297
2023
Q3 		$1K Buy
55
+15
+38% +$350 ﹤0.01% 293
2023
Q2 		$666 Hold
40
– – ﹤0.01% 301
2023
Q1 		$619 Sell
40
-60
-60% -$1.01K ﹤0.01% 303
2022
Q4 		$2K Buy
100
+60
+150% +$1.77K ﹤0.01% 263
2022
Q3 		$1K Hold
40
– – ﹤0.01% 313
2022
Q2 		$1K Hold
40
– – ﹤0.01% 312
2022
Q1 		$2K Hold
40
– – ﹤0.01% 323
2021
Q4 		$4K Buy
+40
New +$4.61K ﹤0.01% 315

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

West Oak Capital's RIVN Position: Q1 2024 in Review

West Oak Capital sold out of Rivian (RIVN) in Q1 2024, closing a stake of 70 shares — an estimated $1K sold.

West Oak Capital first reported a position in RIVN in Q4 2021 and held it in 9 quarters. The position peaked at $4K in Q4 2021. 691 funds tracked by Wall St. Rank hold RIVN as of Q1 2024.

  • West Oak Capital reported no remaining Rivian position as of Q1 2024 after selling out during the quarter.
  • West Oak Capital sold 70 Rivian shares in Q1 2024, an estimated $1K.
  • West Oak Capital first reported a position in Rivian in Q4 2021 and held it in 9 quarters.
  • West Oak Capital's Rivian position peaked at $4K in Q4 2021.
  • 691 funds tracked by Wall St. Rank held Rivian as of Q1 2024.

Based on West Oak Capital's 13F filing for Q1 2024, filed 18 Apr 2024.