Estate Counselors’s Rivian RIVN Stock Holding History

Estate Counselors’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	-129,515	Closed	-$1.45M	–	116
2024 Q3	$1.45M	Sell	129,515 -745	-0.6%	-$10.7K	0.15%	71
2024 Q2	$1.75M	Buy	+130,260	New	+$1.36M	0.19%	50

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

Estate Counselors's RIVN Position: Q4 2024 in Review

Estate Counselors sold out of Rivian (RIVN) in Q4 2024, closing a stake of 129,515 shares — an estimated $1.45M sold.

Estate Counselors first reported a position in RIVN in Q2 2024 and held it in 2 quarters. The position peaked at $1.75M in Q2 2024. 757 funds tracked by Wall St. Rank hold RIVN as of Q4 2024.

Estate Counselors reported no remaining Rivian position as of Q4 2024 after selling out during the quarter.
Estate Counselors sold 129,515 Rivian shares in Q4 2024, an estimated $1.45M.
Estate Counselors first reported a position in Rivian in Q2 2024 and held it in 2 quarters.
Estate Counselors's Rivian position peaked at $1.75M in Q2 2024.
757 funds tracked by Wall St. Rank held Rivian as of Q4 2024.

Based on Estate Counselors's 13F filing for Q4 2024, filed 14 Feb 2025.