GGM Wealth Advisors’s Rivian RIVN Stock Holding History

GGM Wealth Advisors’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	-18,576	Closed	-$208K	–	155
2024 Q3	$208K	Buy	18,576 +72	+0.4%	+$1.03K	0.09%	139
2024 Q2	$248K	Buy	+18,504	New	+$193K	0.11%	120

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

GGM Wealth Advisors's RIVN Position: Q4 2024 in Review

GGM Wealth Advisors sold out of Rivian (RIVN) in Q4 2024, closing a stake of 18,576 shares — an estimated $208K sold.

GGM Wealth Advisors first reported a position in RIVN in Q2 2024 and held it in 2 quarters. The position peaked at $248K in Q2 2024. 755 funds tracked by Wall St. Rank hold RIVN as of Q4 2024.

GGM Wealth Advisors reported no remaining Rivian position as of Q4 2024 after selling out during the quarter.
GGM Wealth Advisors sold 18,576 Rivian shares in Q4 2024, an estimated $208K.
GGM Wealth Advisors first reported a position in Rivian in Q2 2024 and held it in 2 quarters.
GGM Wealth Advisors's Rivian position peaked at $248K in Q2 2024.
755 funds tracked by Wall St. Rank held Rivian as of Q4 2024.

Based on GGM Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.