Capstone Investment Advisors’s Rivian RIVN Stock Holding History

Capstone Investment 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
2022 Q2	–	Sell	-50,000	Closed	-$2.51M	–	2075
2022 Q1	$2.51M	Buy	+50,000	New	+$3.04M	0.01%	951

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Capstone Investment Advisors's RIVN Position: Q4 2024 in Review

Capstone Investment Advisors sold out of Rivian (RIVN) in Q4 2024, closing a stake of 6,261 shares — an estimated $72.1K sold.

Capstone Investment Advisors first reported a position in RIVN in Q2 2023 and held it in 3 quarters. The position peaked at $248K in Q2 2024. 756 funds tracked by Wall St. Rank hold RIVN as of Q4 2024.

Capstone Investment Advisors reported no remaining Rivian position as of Q4 2024 after selling out during the quarter.
Capstone Investment Advisors sold 6,261 Rivian shares in Q4 2024, an estimated $72.1K.
Capstone Investment Advisors first reported a position in Rivian in Q2 2023 and held it in 3 quarters.
Capstone Investment Advisors's Rivian position peaked at $248K in Q2 2024.
756 funds tracked by Wall St. Rank held Rivian as of Q4 2024.

Based on Capstone Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.