AWM
RIVN icon

Avitas Wealth Management’s Rivian RIVN Stock Holding History

Avitas 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
2024
Q2 		– Sell
-31,823
Closed -$348K – 211
2024
Q1 		$348K Buy
31,823
+8,910
+39% +$128K 0.05% 191
2023
Q4 		$538K Buy
22,913
+611
+3% +$11.5K 0.09% 157
2023
Q3 		$541K Sell
22,302
-554
-2% -$12.9K 0.1% 154
2023
Q2 		$381K Sell
22,856
-53
-0.2% -$741 0.07% 173
2023
Q1 		$355K Buy
22,909
+12,204
+114% +$206K 0.07% 178
2022
Q4 		$197K Sell
10,705
-7,675
-42% -$226K 0.04% 184
2022
Q3 		$605K Buy
+18,380
New +$626K 0.14% 132
2022
Q2 		– Sell
-16,918
Closed -$850K – 224
2022
Q1 		$850K Buy
16,918
+7,899
+88% +$481K 0.15% 135
2021
Q4 		$935K Buy
+9,019
New +$1.04M 0.16% 132

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return