Capital Performance Advisors’s Rivian RIVN Stock Holding History

Capital Performance Advisors’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	-3,953	Closed	-$44.4K	–	2126
2024 Q3	$44.4K	Buy	+3,953	New	+$56.8K	0.01%	376

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Performance Advisors's RIVN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Rivian (RIVN) in Q4 2024, closing a stake of 3,953 shares — an estimated $44.4K sold.

Capital Performance Advisors first reported a position in RIVN in Q3 2024 and held it in 1 quarter. The position peaked at $44.4K in Q3 2024. 757 funds tracked by Wall St. Rank hold RIVN as of Q4 2024.

Capital Performance Advisors reported no remaining Rivian position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 3,953 Rivian shares in Q4 2024, an estimated $44.4K.
Capital Performance Advisors first reported a position in Rivian in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Rivian position peaked at $44.4K in Q3 2024.
757 funds tracked by Wall St. Rank held Rivian as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.