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Bullock Wealth Management’s Rivian RIVN Stock Holding History

Bullock 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
Q4 		– Sell
-60
Closed -$626 – 622
2024
Q3 		$626 Hold
60
– – ﹤0.01% 544
2024
Q2 		$835 Hold
60
– – ﹤0.01% 526
2024
Q1 		$665 Buy
+60
New +$865 ﹤0.01% 534

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bullock Wealth Management's RIVN Position: Q4 2024 in Review

Bullock Wealth Management sold out of Rivian (RIVN) in Q4 2024, closing a stake of 60 shares — an estimated $626 sold.

Bullock Wealth Management first reported a position in RIVN in Q1 2024 and held it in 3 quarters. The position peaked at $835 in Q2 2024. 757 funds tracked by Wall St. Rank hold RIVN as of Q4 2024.

  • Bullock Wealth Management reported no remaining Rivian position as of Q4 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 60 Rivian shares in Q4 2024, an estimated $626.
  • Bullock Wealth Management first reported a position in Rivian in Q1 2024 and held it in 3 quarters.
  • Bullock Wealth Management's Rivian position peaked at $835 in Q2 2024.
  • 757 funds tracked by Wall St. Rank held Rivian as of Q4 2024.

Based on Bullock Wealth Management's 13F filing for Q4 2024, filed 24 Sep 2026.