AEPWM
RIVN icon

Atlantic Edge Private Wealth Management’s Rivian RIVN Stock Holding History

Atlantic Edge Private 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
2025
Q1 		– Sell
-15
Closed -$200 – 514
2024
Q4 		$200 Hold
15
– – ﹤0.01% 476
2024
Q3 		$169 Hold
15
– – ﹤0.01% 489
2024
Q2 		$202 Hold
15
– – ﹤0.01% 471
2024
Q1 		$165 Hold
15
– – ﹤0.01% 481
2023
Q4 		$352 Buy
+15
New +$282 ﹤0.01% 453

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlantic Edge Private Wealth Management's RIVN Position: Q1 2025 in Review

Atlantic Edge Private Wealth Management sold out of Rivian (RIVN) in Q1 2025, closing a stake of 15 shares — an estimated $200 sold.

Atlantic Edge Private Wealth Management first reported a position in RIVN in Q4 2023 and held it in 5 quarters. The position peaked at $352 in Q4 2023. 756 funds tracked by Wall St. Rank hold RIVN as of Q1 2025.

  • Atlantic Edge Private Wealth Management reported no remaining Rivian position as of Q1 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 15 Rivian shares in Q1 2025, an estimated $200.
  • Atlantic Edge Private Wealth Management first reported a position in Rivian in Q4 2023 and held it in 5 quarters.
  • Atlantic Edge Private Wealth Management's Rivian position peaked at $352 in Q4 2023.
  • 756 funds tracked by Wall St. Rank held Rivian as of Q1 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.