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Cassady Schiller Wealth Management’s Rivian RIVN Stock Holding History

Cassady Schiller 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 		$1.13K Buy
+85
New +$978 ﹤0.01% 756
2024
Q2 		– Sell
-100
Closed -$1.09K – 489
2024
Q1 		$1.09K Buy
+100
New +$1.44K ﹤0.01% 451

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 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 $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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

Cassady Schiller Wealth Management's RIVN Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Rivian (RIVN) in Q4 2024: 85 shares worth $1.13K. The stake represents ﹤0.01% of the portfolio and ranks #756 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in RIVN as recently as Q1 2024.

Cassady Schiller Wealth Management first reported a position in RIVN in Q1 2024 and has held it in 2 quarters since. 754 funds tracked by Wall St. Rank hold RIVN as of Q4 2024.

  • Cassady Schiller Wealth Management held 85 shares of Rivian worth $1.13K as of Q4 2024.
  • Rivian was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Rivian made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #756 holding.
  • Cassady Schiller Wealth Management first reported a position in Rivian in Q1 2024 and has held it in 2 quarters since.
  • 754 funds tracked by Wall St. Rank held Rivian as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.