Riverview Trust Company is based out of Vancouver. Their last reported 13F filing for Q4 2023 included $98,276,176 in managed 13F securities
and a top 10 holdings concentration of 46.26%. Riverview Trust Company's largest holding is iShares Core MSCI EAFE ETF-iShares Core MSCI EAFE ETF with shares held of 156,257. Whalewisdom has at least 22 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
MSFT Microsoft Corp. | 1.46% |
VO VANGUARD MID-CAP IND | 0.75% |
VB VANGUARD SMALL-CAP I | 0.54% |
TGT Target Corp. | 0.38% |
BKNG Booking Holdings Inc | 0.36% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
AGG iShares Core U.S. Ag | 0.75% |
VTEB VANGUARD TAX-EXEMPT | 0.66% |
FDX FedEx Corporation | 0.2% |
CTVA Corteva Inc | 0.17% |
DTE DTE Energy Co. (Detr | 0.17% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
IEFA iShares Core MSCI EA | 11.19% |
AAPL Apple Inc | 8.16% |
MSFT Microsoft Corp. | 5.35% |
VNQ Vanguard Real Estate | 4.03% |
VV VANGUARD LARGE-CAP I | 3.26% |
2023-12-31
13F Activity
Market Value | $98.3m, Prior: $113m |
New Purchases | 1 stocks |
Added To | 19 stocks |
Sold out of | 575 stocks |
Reduced holdings in | 31 stocks |
Top 10 Holdings % | 46.26% |
Turnover %[1] | 581.82% |
Turnover Alt %[2] | 1.91% |
Time Held Top 20 | 13.15 quarters |
Time Held Top 10 | 12 quarters |
Time Held All | 16.93 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31