Global Wealth Management Investment Advisory’s Rivian RIVN Stock Holding History

Global Wealth Management Investment 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	-465	Closed	-$10.9K	–	366
2023 Q4	$10.9K	Hold	465	–	–	﹤0.01%	285
2023 Q3	$11.3K	Hold	465	–	–	﹤0.01%	288
2023 Q2	$7.75K	Buy	+465	New	+$6.5K	﹤0.01%	310
2022 Q3	–	Sell	-300	Closed	-$8K	–	396
2022 Q2	$8K	Sell	300 -15	-5%	-$469	﹤0.01%	303
2022 Q1	$16K	Buy	315 +75	+31%	+$4.56K	﹤0.01%	277
2021 Q4	$25K	Buy	+240	New	+$27.7K	0.01%	241

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Wealth Management Investment Advisory's RIVN Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Rivian (RIVN) in Q1 2024, closing a stake of 465 shares — an estimated $10.9K sold.

Global Wealth Management Investment Advisory first reported a position in RIVN in Q4 2021 and held it in 6 quarters. The position peaked at $25K in Q4 2021. 690 funds tracked by Wall St. Rank hold RIVN as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Rivian position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 465 Rivian shares in Q1 2024, an estimated $10.9K.
Global Wealth Management Investment Advisory first reported a position in Rivian in Q4 2021 and held it in 6 quarters.
Global Wealth Management Investment Advisory's Rivian position peaked at $25K in Q4 2021.
690 funds tracked by Wall St. Rank held Rivian as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.