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Ovata Capital Management’s Rivian RIVN Stock Holding History

Ovata Capital 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
Q4 		– Sell
-14,200
Closed -$159K – 38
2024
Q3 		$159K Buy
+14,200
New +$204K 0.07% 30

Other funds holding RIVN

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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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ovata Capital Management's RIVN Position: Q4 2024 in Review

Ovata Capital Management sold out of Rivian (RIVN) in Q4 2024, closing a stake of 14,200 shares — an estimated $159K sold.

Ovata Capital Management first reported a position in RIVN in Q3 2024 and held it in 1 quarter. The position peaked at $159K in Q3 2024. 757 funds tracked by Wall St. Rank hold RIVN as of Q4 2024.

  • Ovata Capital Management reported no remaining Rivian position as of Q4 2024 after selling out during the quarter.
  • Ovata Capital Management sold 14,200 Rivian shares in Q4 2024, an estimated $159K.
  • Ovata Capital Management first reported a position in Rivian in Q3 2024 and held it in 1 quarter.
  • Ovata Capital Management's Rivian position peaked at $159K in Q3 2024.
  • 757 funds tracked by Wall St. Rank held Rivian as of Q4 2024.

Based on Ovata Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.