Avior Wealth Management’s Rivian RIVN Stock Holding History

Avior 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	-680	Closed	-$9.04K	–	1979
2024 Q4	$9.04K	Buy	680 +272	+67%	+$3.13K	﹤0.01%	1658
2024 Q3	$4.58K	Sell	408 -2,980	-88%	-$42.8K	﹤0.01%	1803
2024 Q2	$45.5K	Buy	3,388 +2,975	+720%	+$31.1K	﹤0.01%	1126
2024 Q1	$4.52K	Buy	413 +5	+1%	+$72	﹤0.01%	2110
2023 Q4	$9.57K	Sell	408 -39	-9%	-$733	﹤0.01%	998
2023 Q3	$10.9K	Hold	447	–	–	﹤0.01%	1029
2023 Q2	$7.46K	Hold	447	–	–	﹤0.01%	1076
2023 Q1	$6.93K	Buy	447 +135	+43%	+$2.28K	﹤0.01%	1120
2022 Q4	$5.75K	Sell	312 -200	-39%	-$5.89K	﹤0.01%	933
2022 Q3	$16K	Buy	512 +150	+41%	+$5.11K	﹤0.01%	775
2022 Q2	$9K	Buy	362 +150	+71%	+$4.68K	﹤0.01%	790
2022 Q1	$10K	Buy	212 +132	+165%	+$8.03K	﹤0.01%	833
2021 Q4	$8K	Buy	+80	New	+$9.22K	﹤0.01%	833

Other funds holding RIVN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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