New Wave Wealth Advisors’s Rivian RIVN Stock Holding History

New Wave Wealth 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 Q1	–	Sell	-200	Closed	-$2.66K	–	558
2024 Q4	$2.66K	Buy	+200	New	+$2.3K	﹤0.01%	509

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

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

New Wave Wealth Advisors's RIVN Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Rivian (RIVN) in Q1 2025, closing a stake of 200 shares — an estimated $2.66K sold.

New Wave Wealth Advisors first reported a position in RIVN in Q4 2024 and held it in 1 quarter. The position peaked at $2.66K in Q4 2024. 756 funds tracked by Wall St. Rank hold RIVN as of Q1 2025.

New Wave Wealth Advisors reported no remaining Rivian position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 200 Rivian shares in Q1 2025, an estimated $2.66K.
New Wave Wealth Advisors first reported a position in Rivian in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Rivian position peaked at $2.66K in Q4 2024.
756 funds tracked by Wall St. Rank held Rivian as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.