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Gladstone Institutional Advisory’s Rivian RIVN Stock Holding History

Gladstone Institutional 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
Q1 		– Sell
-8,973
Closed -$211K – 701
2023
Q4 		$211K Buy
+8,973
New +$169K 0.01% 619
2022
Q2 		– Sell
-11,048
Closed -$555K – 715
2022
Q1 		$555K Buy
+11,048
New +$672K 0.04% 410

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gladstone Institutional Advisory's RIVN Position: Q1 2024 in Review

Gladstone Institutional Advisory sold out of Rivian (RIVN) in Q1 2024, closing a stake of 8,973 shares — an estimated $211K sold.

Gladstone Institutional Advisory first reported a position in RIVN in Q1 2022 and held it in 2 quarters. The position peaked at $555K in Q1 2022. 689 funds tracked by Wall St. Rank hold RIVN as of Q1 2024.

  • Gladstone Institutional Advisory reported no remaining Rivian position as of Q1 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 8,973 Rivian shares in Q1 2024, an estimated $211K.
  • Gladstone Institutional Advisory first reported a position in Rivian in Q1 2022 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Rivian position peaked at $555K in Q1 2022.
  • 689 funds tracked by Wall St. Rank held Rivian as of Q1 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2024, filed 14 May 2024.