Westover Capital Advisors’s Rivian RIVN Stock Holding History

Westover Capital 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
2023 Q4	–	Sell	-10,400	Closed	-$253K	–	188
2023 Q3	$253K	Buy	+10,400	New	+$243K	0.09%	153

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westover Capital Advisors's RIVN Position: Q4 2023 in Review

Westover Capital Advisors sold out of Rivian (RIVN) in Q4 2023, closing a stake of 10,400 shares — an estimated $253K sold.

Westover Capital Advisors first reported a position in RIVN in Q3 2023 and held it in 1 quarter. The position peaked at $253K in Q3 2023. 711 funds tracked by Wall St. Rank hold RIVN as of Q4 2023.

Westover Capital Advisors reported no remaining Rivian position as of Q4 2023 after selling out during the quarter.
Westover Capital Advisors sold 10,400 Rivian shares in Q4 2023, an estimated $253K.
Westover Capital Advisors first reported a position in Rivian in Q3 2023 and held it in 1 quarter.
Westover Capital Advisors's Rivian position peaked at $253K in Q3 2023.
711 funds tracked by Wall St. Rank held Rivian as of Q4 2023.

Based on Westover Capital Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.