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Northwest Financial Advisors’s Rivian RIVN Stock Holding History

Northwest 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
2024
Q4 		– Sell
-370
Closed -$4.15K – 436
2024
Q3 		$4.15K Buy
+370
New +$5.32K ﹤0.01% 456
2024
Q1 		– Sell
-270
Closed -$6.33K – 416
2023
Q4 		$6.33K Buy
+270
New +$5.08K 0.01% 420

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Northwest Financial Advisors's RIVN Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Rivian (RIVN) in Q4 2024, closing a stake of 370 shares — an estimated $4.15K sold.

Northwest Financial Advisors first reported a position in RIVN in Q4 2023 and held it in 2 quarters. The position peaked at $6.33K in Q4 2023. 757 funds tracked by Wall St. Rank hold RIVN as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Rivian position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 370 Rivian shares in Q4 2024, an estimated $4.15K.
  • Northwest Financial Advisors first reported a position in Rivian in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Rivian position peaked at $6.33K in Q4 2023.
  • 757 funds tracked by Wall St. Rank held Rivian as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.