McClarren Financial Advisors’s Rivian RIVN Stock Holding History

McClarren Financial 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
2025 Q2	–	Sell	-77	Closed	-$6K	–	246
2025 Q1	$6K	Sell	77 -483	-86%	-$6.08K	﹤0.01%	231
2024 Q4	$7K	Buy	560 +495	+762%	+$5.7K	0.02%	165
2024 Q3	$0	Buy	65 +52	+400%	+$747	﹤0.01%	331
2024 Q2	$0	Sell	13 -64	-83%	-$669	﹤0.01%	355
2024 Q1	$1K	Buy	77 +22	+40%	+$317	﹤0.01%	329
2023 Q4	$1K	Buy	55 +12	+28%	+$226	﹤0.01%	356
2023 Q3	$1K	Hold	43	–	–	﹤0.01%	312
2023 Q2	$0	Hold	43	–	–	﹤0.01%	441
2023 Q1	$0	Hold	43	–	–	﹤0.01%	439
2022 Q4	$0	Hold	43	–	–	﹤0.01%	447
2022 Q3	$1K	Buy	+43	New	+$1.47K	﹤0.01%	292
2022 Q2	–	Sell	-82	Closed	-$4K	–	213
2022 Q1	$4K	Hold	82	–	–	﹤0.01%	240
2021 Q4	$9K	Buy	+82	New	+$9.45K	0.01%	241

Other funds holding RIVN

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

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return