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McGlone Suttner Wealth Management’s Rivian RIVN Stock Holding History

McGlone Suttner 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
Q1 		– Sell
-25
Closed -$587 – 642
2023
Q4 		$587 Buy
+25
New +$470 ﹤0.01% 730

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McGlone Suttner Wealth Management's RIVN Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Rivian (RIVN) in Q1 2024, closing a stake of 25 shares — an estimated $587 sold.

McGlone Suttner Wealth Management first reported a position in RIVN in Q4 2023 and held it in 1 quarter. The position peaked at $587 in Q4 2023. 689 funds tracked by Wall St. Rank hold RIVN as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Rivian position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 25 Rivian shares in Q1 2024, an estimated $587.
  • McGlone Suttner Wealth Management first reported a position in Rivian in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Rivian position peaked at $587 in Q4 2023.
  • 689 funds tracked by Wall St. Rank held Rivian as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.