AWS
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Atria Wealth Solutions’s Rivian RIVN Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-11,312
Closed -$141K – 1825
2025
Q1 		$141K Sell
11,312
-15,494
-58% -$195K ﹤0.01% 1771
2024
Q4 		$357K Buy
26,806
+194
+0.7% +$2.23K ﹤0.01% 1443
2024
Q3 		$299K Sell
26,612
-140
-0.5% -$2.01K ﹤0.01% 1524
2024
Q2 		$359K Sell
26,752
-5,689
-18% -$59.4K ﹤0.01% 1398
2024
Q1 		$355K Sell
32,441
-50,601
-61% -$729K ﹤0.01% 1446
2023
Q4 		$1.95M Sell
83,042
-146,305
-64% -$2.75M 0.02% 613
2023
Q3 		$5.57M Buy
229,347
+187,495
+448% +$4.38M 0.08% 263
2023
Q2 		$697K Buy
41,852
+11,079
+36% +$155K 0.01% 1008
2023
Q1 		$476K Buy
30,773
+20,024
+186% +$338K 0.01% 1169
2022
Q4 		$198K Sell
10,749
-267
-2% -$7.86K ﹤0.01% 1618
2022
Q3 		$363K Buy
11,016
+288
+3% +$9.82K 0.01% 1192
2022
Q2 		$276K Buy
10,728
+6,209
+137% +$194K 0.01% 1257
2022
Q1 		$227K Buy
+4,519
New +$275K ﹤0.01% 1498

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Baillie Gifford & Co
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State Street
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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return