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IAG Wealth Partners’s Rivian RIVN Stock Holding History

IAG Wealth Partners’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
Q3 		– Sell
-157
Closed -$2.11K – 523
2024
Q2 		$2.11K Hold
157
– – ﹤0.01% 448
2024
Q1 		$1.72K Hold
157
– – ﹤0.01% 407
2023
Q4 		$3.68K Hold
157
– – ﹤0.01% 371
2023
Q3 		$3.81K Hold
157
– – ﹤0.01% 374
2023
Q2 		$2.62K Sell
157
-500
-76% -$6.99K ﹤0.01% 401
2023
Q1 		$10.2K Buy
657
+500
+318% +$8.44K ﹤0.01% 309
2022
Q4 		$2.89K Hold
157
– – ﹤0.01% 389
2022
Q3 		$5K Hold
157
– – ﹤0.01% 344
2022
Q2 		$4K Buy
+157
New +$4.9K ﹤0.01% 354
2022
Q1 		– Sell
-157
Closed -$16K – 464
2021
Q4 		$16K Buy
+157
New +$18.1K 0.01% 248

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

IAG Wealth Partners's RIVN Position: Q3 2024 in Review

IAG Wealth Partners sold out of Rivian (RIVN) in Q3 2024, closing a stake of 157 shares — an estimated $2.11K sold.

IAG Wealth Partners first reported a position in RIVN in Q4 2021 and held it in 10 quarters. The position peaked at $16K in Q4 2021. 709 funds tracked by Wall St. Rank hold RIVN as of Q3 2024.

  • IAG Wealth Partners reported no remaining Rivian position as of Q3 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 157 Rivian shares in Q3 2024, an estimated $2.11K.
  • IAG Wealth Partners first reported a position in Rivian in Q4 2021 and held it in 10 quarters.
  • IAG Wealth Partners's Rivian position peaked at $16K in Q4 2021.
  • 709 funds tracked by Wall St. Rank held Rivian as of Q3 2024.

Based on IAG Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.