Jamison Private Wealth Management’s Rivian RIVN Stock Holding History

Jamison Private Wealth Management’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 Q4	–	Sell	-7,210	Closed	-$80.9K	–	407
2024 Q3	$80.9K	Sell	7,210 -473	-6%	-$6.8K	0.01%	231
2024 Q2	$103K	Hold	7,683	–	–	0.02%	216
2024 Q1	$84.1K	Buy	7,683 +237	+3%	+$3.42K	0.01%	223
2023 Q4	$175K	Buy	7,446 +727	+11%	+$13.7K	0.03%	175
2023 Q3	$163K	Buy	+6,719	New	+$157K	0.03%	171

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jamison Private Wealth Management's RIVN Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Rivian (RIVN) in Q4 2024, closing a stake of 7,210 shares — an estimated $80.9K sold.

Jamison Private Wealth Management first reported a position in RIVN in Q3 2023 and held it in 5 quarters. The position peaked at $175K in Q4 2023. 757 funds tracked by Wall St. Rank hold RIVN as of Q4 2024.

Jamison Private Wealth Management reported no remaining Rivian position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 7,210 Rivian shares in Q4 2024, an estimated $80.9K.
Jamison Private Wealth Management first reported a position in Rivian in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's Rivian position peaked at $175K in Q4 2023.
757 funds tracked by Wall St. Rank held Rivian as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.