AWM
RIVN icon

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 – 1977
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

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 $3.37T AUM 44.26% 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

Avior Wealth Management's RIVN Position: Q1 2025 in Review

Avior Wealth Management sold out of Rivian (RIVN) in Q1 2025, closing a stake of 680 shares — an estimated $9.04K sold.

Avior Wealth Management first reported a position in RIVN in Q4 2021 and held it in 13 quarters. The position peaked at $45.5K in Q2 2024. 756 funds tracked by Wall St. Rank hold RIVN as of Q1 2025.

  • Avior Wealth Management reported no remaining Rivian position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 680 Rivian shares in Q1 2025, an estimated $9.04K.
  • Avior Wealth Management first reported a position in Rivian in Q4 2021 and held it in 13 quarters.
  • Avior Wealth Management's Rivian position peaked at $45.5K in Q2 2024.
  • 756 funds tracked by Wall St. Rank held Rivian as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.