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Glassman Wealth Services’s Rivian RIVN Stock Holding History

Glassman Wealth Services’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
-2,552
Closed -$59.9K – 1461
2023
Q4 		$59.9K Sell
2,552
-171
-6% -$3.21K 0.01% 409
2023
Q3 		$66.1K Sell
2,723
-237
-8% -$5.53K 0.01% 355
2023
Q2 		$49.3K Buy
2,960
+282
+11% +$3.94K 0.01% 413
2023
Q1 		$41.5K Buy
2,678
+421
+19% +$7.11K 0.01% 451
2022
Q4 		$41.6K Sell
2,257
-171
-7% -$5.03K 0.01% 464
2022
Q3 		$80K Buy
2,428
+196
+9% +$6.68K 0.02% 286
2022
Q2 		$57K Buy
+2,232
New +$69.7K 0.01% 363
2022
Q1 		– Sell
-9
Closed -$1K – 1894
2021
Q4 		$1K Buy
+9
New +$1.04K ﹤0.01% 1473

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Glassman Wealth Services's RIVN Position: Q1 2024 in Review

Glassman Wealth Services sold out of Rivian (RIVN) in Q1 2024, closing a stake of 2,552 shares — an estimated $59.9K sold.

Glassman Wealth Services first reported a position in RIVN in Q4 2021 and held it in 8 quarters. The position peaked at $80K in Q3 2022. 692 funds tracked by Wall St. Rank hold RIVN as of Q1 2024.

  • Glassman Wealth Services reported no remaining Rivian position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 2,552 Rivian shares in Q1 2024, an estimated $59.9K.
  • Glassman Wealth Services first reported a position in Rivian in Q4 2021 and held it in 8 quarters.
  • Glassman Wealth Services's Rivian position peaked at $80K in Q3 2022.
  • 692 funds tracked by Wall St. Rank held Rivian as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.