AWM
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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 – 223
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 $4.42B AUM 22.6% 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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avitas Wealth Management's RIVN Position: Q2 2024 in Review

Avitas Wealth Management sold out of Rivian (RIVN) in Q2 2024, closing a stake of 31,823 shares — an estimated $348K sold.

Avitas Wealth Management first reported a position in RIVN in Q4 2021 and held it in 9 quarters. The position peaked at $935K in Q4 2021. 738 funds tracked by Wall St. Rank hold RIVN as of Q2 2024.

  • Avitas Wealth Management reported no remaining Rivian position as of Q2 2024 after selling out during the quarter.
  • Avitas Wealth Management sold 31,823 Rivian shares in Q2 2024, an estimated $348K.
  • Avitas Wealth Management first reported a position in Rivian in Q4 2021 and held it in 9 quarters.
  • Avitas Wealth Management's Rivian position peaked at $935K in Q4 2021.
  • 738 funds tracked by Wall St. Rank held Rivian as of Q2 2024.

Based on Avitas Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.