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Financial Advocates Investment Management’s Rivian RIVN Stock Holding History

Financial Advocates Investment 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
Q1 		– Sell
-8
Closed -$5.17K – 803
2023
Q4 		$5.17K Buy
+8
New +$150 ﹤0.01% 727

Other funds holding RIVN

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Financial Advocates Investment Management's RIVN Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Rivian (RIVN) in Q2 2025, closing a stake of 19,589 shares — an estimated $244K sold.

Financial Advocates Investment Management first reported a position in RIVN in Q4 2021 and held it in 7 quarters. The position peaked at $522K in Q3 2022. 756 funds tracked by Wall St. Rank hold RIVN as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Rivian position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 19,589 Rivian shares in Q2 2025, an estimated $244K.
  • Financial Advocates Investment Management first reported a position in Rivian in Q4 2021 and held it in 7 quarters.
  • Financial Advocates Investment Management's Rivian position peaked at $522K in Q3 2022.
  • 756 funds tracked by Wall St. Rank held Rivian as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.