MHS
RIVN icon

M Holdings Securities’s Rivian RIVN Stock Holding History

M Holdings Securities’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
-10,137
Closed -$136K – 257
2024
Q2 		$136K Buy
+10,137
New +$106K 0.02% 296
2022
Q4 		– Sell
-6,745
Closed -$222K – 468
2022
Q3 		$222K Buy
+6,745
New +$230K 0.02% 381
2022
Q2 		– Sell
-7,342
Closed -$369K – 505
2022
Q1 		$369K Buy
+7,342
New +$447K 0.03% 352

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 $3.38T AUM 44.17% 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

M Holdings Securities's RIVN Position: Q3 2024 in Review

M Holdings Securities sold out of Rivian (RIVN) in Q3 2024, closing a stake of 10,137 shares — an estimated $136K sold.

M Holdings Securities first reported a position in RIVN in Q1 2022 and held it in 3 quarters. The position peaked at $369K in Q1 2022. 710 funds tracked by Wall St. Rank hold RIVN as of Q3 2024.

  • M Holdings Securities reported no remaining Rivian position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 10,137 Rivian shares in Q3 2024, an estimated $136K.
  • M Holdings Securities first reported a position in Rivian in Q1 2022 and held it in 3 quarters.
  • M Holdings Securities's Rivian position peaked at $369K in Q1 2022.
  • 710 funds tracked by Wall St. Rank held Rivian as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.