Delap Wealth Advisory’s Rivian RIVN Stock Holding History

Delap Wealth Advisory’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 Q3	–	Sell	-31,453	Closed	-$422K	–	104
2024 Q2	$422K	Buy	31,453 +14,900	+90%	+$156K	0.19%	53
2024 Q1	$181K	Buy	+16,553	New	+$239K	0.07%	253

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

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 $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Delap Wealth Advisory's RIVN Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Rivian (RIVN) in Q3 2024, closing a stake of 31,453 shares — an estimated $422K sold.

Delap Wealth Advisory first reported a position in RIVN in Q1 2024 and held it in 2 quarters. The position peaked at $422K in Q2 2024. 709 funds tracked by Wall St. Rank hold RIVN as of Q3 2024.

Delap Wealth Advisory reported no remaining Rivian position as of Q3 2024 after selling out during the quarter.
Delap Wealth Advisory sold 31,453 Rivian shares in Q3 2024, an estimated $422K.
Delap Wealth Advisory first reported a position in Rivian in Q1 2024 and held it in 2 quarters.
Delap Wealth Advisory's Rivian position peaked at $422K in Q2 2024.
709 funds tracked by Wall St. Rank held Rivian as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.