IFP Advisors’s Rivian RIVN Stock Holding History

IFP 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
2026 Q1	$45.9K	Sell	3,047 -614	-17%	-$9.81K	﹤0.01%	2299
2025 Q4	$72.2K	Sell	3,661 -2,762	-43%	-$43.8K	﹤0.01%	1991
2025 Q3	$94.3K	Buy	6,423 +1,600	+33%	+$21.4K	﹤0.01%	1716
2025 Q2	$107K	Buy	4,823 +63	+1%	+$855	﹤0.01%	1595
2025 Q1	$59.3K	Sell	4,760 -3,247	-41%	-$40.9K	﹤0.01%	1816
2024 Q4	$106K	Buy	8,007 +4,851	+154%	+$55.8K	﹤0.01%	1440
2024 Q3	$35.4K	Sell	3,156 -2,697	-46%	-$38.7K	﹤0.01%	1882
2024 Q2	$78.5K	Buy	5,853 +256	+5%	+$2.67K	﹤0.01%	1466
2024 Q1	$61.3K	Buy	5,597 +638	+13%	+$9.2K	﹤0.01%	1498
2023 Q4	$116K	Buy	4,959 +589	+13%	+$11.1K	0.01%	1184
2023 Q3	$106K	Sell	4,370 -53	-1%	-$1.24K	﹤0.01%	1225
2023 Q2	$73.7K	Sell	4,423 -80	-2%	-$1.12K	﹤0.01%	1453
2023 Q1	$454K	Sell	4,503 -9,149	-67%	-$154K	0.02%	639
2022 Q4	$1.39M	Buy	13,652 +5	+0%	+$147	0.04%	488
2022 Q3	$1.4M	Buy	13,647 +675	+5%	+$23K	0.04%	522
2022 Q2	$1.33M	Hold	12,972	–	–	0.04%	483
2022 Q1	$1.33M	Buy	12,972 +11,675	+900%	+$710K	0.04%	483
2021 Q4	$144K	Buy	+1,297	New	+$149K	﹤0.01%	1109

Other funds holding RIVN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management

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

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return