Baldwin Wealth Partners’s Rivian RIVN Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-14	Closed	-$157	–	839
2024 Q3	$157	Hold	14	–	–	﹤0.01%	1065
2024 Q2	$188	Hold	14	–	–	﹤0.01%	759
2024 Q1	$153	Hold	14	–	–	﹤0.01%	686
2023 Q4	$328	Sell	14 -100	-88%	-$1.88K	﹤0.01%	708
2023 Q3	$2.77K	Sell	114 -150	-57%	-$3.5K	﹤0.01%	669
2023 Q2	$4.4K	Hold	264	–	–	﹤0.01%	657
2023 Q1	$4.09K	Buy	264 +14	+6%	+$236	﹤0.01%	690
2022 Q4	$4.61K	Sell	250 -105	-30%	-$3.09K	﹤0.01%	667
2022 Q3	$12K	Hold	355	–	–	﹤0.01%	498
2022 Q2	$9K	Buy	+355	New	+$11.1K	﹤0.01%	545
2022 Q1	–	Sell	-250	Closed	-$26K	–	692
2021 Q4	$26K	Buy	+250	New	+$28.8K	﹤0.01%	422

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

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

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

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

Geode Capital Management

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