AE Wealth Management’s Rivian RIVN Stock Holding History

AE Wealth Management’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
2026 Q1	$183K	Buy	+12,182	New	+$195K	﹤0.01%	1621
2024 Q3	–	Sell	-16,803	Closed	-$225K	–	1313
2024 Q2	$225K	Buy	16,803 +3,178	+23%	+$33.2K	﹤0.01%	1126
2024 Q1	$149K	Sell	13,625 -15,574	-53%	-$224K	﹤0.01%	1110
2023 Q4	$446K	Sell	29,199 -19,885	-41%	-$374K	﹤0.01%	1506
2023 Q3	$1.19M	Buy	49,084 +29,464	+150%	+$688K	0.01%	1028
2023 Q2	$327K	Buy	19,620 +8,078	+70%	+$113K	﹤0.01%	1581
2023 Q1	$179K	Sell	11,542 -125	-1%	-$2.11K	﹤0.01%	1751
2022 Q4	$215K	Sell	11,667 -1,256	-10%	-$37K	﹤0.01%	1640
2022 Q3	$425K	Buy	12,923 +2,692	+26%	+$91.8K	﹤0.01%	1340
2022 Q2	$263K	Buy	+10,231	New	+$320K	﹤0.01%	1496
2022 Q1	–	Sell	-5,436	Closed	-$564K	–	1793
2021 Q4	$564K	Buy	+5,436	New	+$626K	﹤0.01%	1213

Other funds holding RIVN

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return