Carolinas Wealth Consulting’s Rivian RIVN Stock Holding History

Carolinas Wealth Consulting’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	-16,920	Closed	-$190K	–	1095
2024 Q3	$190K	Hold	16,920	–	–	0.03%	186
2024 Q2	$227K	Hold	16,920	–	–	0.04%	167
2024 Q1	$185K	Sell	16,920 -5,000	-23%	-$72.1K	0.04%	180
2023 Q4	$514K	Hold	21,920	–	–	0.11%	88
2023 Q3	$356K	Buy	21,920 +5,000	+30%	+$117K	0.09%	101
2023 Q2	$282K	Hold	16,920	–	–	0.06%	148
2023 Q1	$262K	Hold	16,920	–	–	0.06%	151
2022 Q4	$312K	Buy	+16,920	New	+$498K	0.07%	130
2022 Q2	–	Sell	-16,939	Closed	-$851K	–	939
2022 Q1	$851K	Buy	16,939 +16,920	+89,053%	+$1.03M	0.19%	67
2021 Q4	$2K	Buy	+19	New	+$2.19K	﹤0.01%	843

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

Carolinas Wealth Consulting's RIVN Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of Rivian (RIVN) in Q4 2024, closing a stake of 16,920 shares — an estimated $190K sold.

Carolinas Wealth Consulting first reported a position in RIVN in Q4 2021 and held it in 10 quarters. The position peaked at $851K in Q1 2022. 755 funds tracked by Wall St. Rank hold RIVN as of Q4 2024.

Carolinas Wealth Consulting reported no remaining Rivian position as of Q4 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 16,920 Rivian shares in Q4 2024, an estimated $190K.
Carolinas Wealth Consulting first reported a position in Rivian in Q4 2021 and held it in 10 quarters.
Carolinas Wealth Consulting's Rivian position peaked at $851K in Q1 2022.
755 funds tracked by Wall St. Rank held Rivian as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.