WMG Financial Advisors’s Rivian RIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,660
Closed -$379K 185
2021
Q4
$379K Buy
+3,660
New +$422K 0.3% 90

Other funds holding RIVN

WMG Financial Advisors's RIVN Position: Q1 2022 in Review

WMG Financial Advisors sold out of Rivian (RIVN) in Q1 2022, closing a stake of 3,660 shares — an estimated $379K sold.

WMG Financial Advisors first reported a position in RIVN in Q4 2021 and held it in 1 quarter. The position peaked at $379K in Q4 2021. 506 funds tracked by Wall St. Rank hold RIVN as of Q1 2022.

  • WMG Financial Advisors reported no remaining Rivian position as of Q1 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 3,660 Rivian shares in Q1 2022, an estimated $379K.
  • WMG Financial Advisors first reported a position in Rivian in Q4 2021 and held it in 1 quarter.
  • WMG Financial Advisors's Rivian position peaked at $379K in Q4 2021.
  • 506 funds tracked by Wall St. Rank held Rivian as of Q1 2022.

Based on WMG Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.